Windsor Advisory Group, LLC

Windsor Advisory Group, LLC (CRD# 122266) is a financial advisory firm headquartered in Columbus, OH. They manage $1,981,102,320 in 1,428 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2130 Quarry Trails Dr, 1st Floor, Columbus, OH 43228
https://www.windsoradvisorygroup.com
By the Numbers
  • Total Assets Under Management
    1,981
    MILLION
  • Total Number of Accounts
    1,428
    ACCOUNTS
  • Average Account Value
    $1,387,327
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, MA, OH, TX, WV

Financial Advisors at Windsor Advisory Group, LLC
Showing 11 - 12 of 12 top financial advisors.
11
Cory Hinaman, financial advisor Columbus OH
Cory D. Hinaman
CRD#: 7683870
2130 Quarry Trails Dr, 1st Floor, Columbus, OH 43228

Cory Hinaman (CRD# 7683870) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has 1 year of experience in the finance industry.

12
Matthew McClimon, financial advisor Columbus OH
Matthew P. McClimon
CRD#: 7317951
2130 Quarry Trails Dr, 1st Floor, Columbus, OH 43228

Matthew McClimon (CRD# 7317951) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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