Be advised. This firm is no longer registered.

Windsor Wealth Management, Inc.

Windsor Wealth Management, Inc. (CRD# 105279) is a financial advisory firm headquartered in Indianapolis, IN. They manage $1,372,703,219 in 2,739 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,373
    MILLION
  • Total Number of Accounts
    2,739
    ACCOUNTS
  • Average Account Value
    $501,169
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, MI, NC, NE, NH, NM, OH, TN, TX, VT

Financial Advisors at Windsor Wealth Management, Inc.
No Advisor Found.
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