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WINDSOR CAPITAL MANAGEMENT, LLC
CRD 116593 · SEC 801-64200
20860 NORTH TATUM BLVD., SUITE 220, PHOENIX, AZ, 85050, United States
Phone
480-515-3514
Fax
602-357-7457
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$703.4M
Discretionary AUM
$703.4M
Team
8 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingADVISORY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 275 | $249.6M |
| High net worth individuals | 183 | $374.4M |
| Pension/profit sharing plans | 66 | $46.1M |
| Charitable organizations | 6 | $8.9M |
| Corporations/business entities | 13 | $24.4M |
States served
AZ, CA, CO, GA, ID, IL, IA, MI, MN, NE, NV, OK, OR, UT, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD