Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    515
    MILLION
  • Total Number of Accounts
    786
    ACCOUNTS
  • 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
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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