Windsor Securities, LLC
Windsor Securities, LLC (CRD# 164777) is a financial advisory firm headquartered in Santa Cruz, CA. They manage $638,549 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Windsor Securities, LLC
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts12ACCOUNTS
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Average Account Value$53,212
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Windsor Securities, LLC
No Advisor Found.
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