Windsor Financial Group LLC
Windsor Financial Group LLC (CRD# 107462) is a financial advisory firm headquartered in Minneapolis, MN. They manage $515,019,783 in 786 accounts and serve the financial needs of clients across 17 states (or territories).
Current Firm Details
Windsor Financial Group LLC
By the Numbers
-
Total Assets Under Management515MILLION
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Total Number of Accounts786ACCOUNTS
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Average Account Value$655,241
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, IA, IL, KS, MN, MO, ND, NE, NM, NV, OK, SD, TX, WI
Financial Advisors at Windsor Financial Group LLC
No Advisor Found.
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