Windsor Capital Management, LLC

Windsor Capital Management, LLC (CRD# 116593) is a financial advisory firm headquartered in Phoenix, AZ. They manage $619,762,668 in 1,200 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
20860 North Tatum Blvd., Suite 220, Phoenix, AZ 85050
http://www.windsorcapitalmanagement.com/
By the Numbers
  • Total Assets Under Management
    620
    MILLION
  • Total Number of Accounts
    1,200
    ACCOUNTS
  • Average Account Value
    $516,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, ID, IL, MI, MN, NE, NH, NV, OK, TX, UT, WA, WI

Financial Advisors at Windsor Capital Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Carolin Alaverdian, financial advisor Valley Glen CA
Carolin Alaverdian
CRD#: 2981246
Valley Glen, CA

Carolin Alaverdian (CRD# 2981246) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Valley Glen, CA and has over 25 years of experience in the finance industry.

2
Lewis Coffey, financial advisor Bloomington MN
Lewis R. Coffey
CRD#: 4346851
Bloomington, MN

Lewis Coffey (CRD# 4346851) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Bloomington, MN and has over 10 years of experience in the finance industry.

3
Donald Peppler, financial advisor Phoenix AZ
Donald E. Peppler
CRD#: 2482674
20860 North Tatum Blvd., Suite 220, Phoenix, AZ 85050

Donald Peppler (CRD# 2482674) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Phoenix, AZ and has over 29 years of experience in the finance industry.

4
Frederick Petrino, financial advisor Phoenix AZ
Frederick A. Petrino
CRD#: 1389177
20860 North Tatum Blvd., Suite 220, Phoenix, AZ 85050

Frederick Petrino (CRD# 1389177) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Phoenix, AZ and has over 33 years of experience in the finance industry.

5
Darren Whitehurst, financial advisor Phoenix AZ
Darren L. Whitehurst
CRD#: 2283364
20860 North Tatum Blvd., Suite 220, Phoenix, AZ 85050

Darren Whitehurst (CRD# 2283364) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Phoenix, AZ and has over 31 years of experience in the finance industry.

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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