Windsor Advisory Group, LLC

Windsor Advisory Group, LLC (CRD# 122266) is a financial advisory firm headquartered in Columbus, OH. They manage $809,107,755 in 1,708 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    809
    MILLION
  • Total Number of Accounts
    1,708
    ACCOUNTS
  • Average Account Value
    $473,716
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Windsor Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph S. Davies
CRD#: 2510990
300 Marconi Blvd., Suite 304, Columbus, OH 43215
93
Wealthminder
score

Joseph Davies (CRD# 2510990) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has over 22 years of experience in the finance industry.

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