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Windsor Capital Management, LLC

Headquartered in PHOENIX, AZ

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Firm Information

Windsor Capital Management, LLC is an investment advisor based in Phoenix, Arizona. The firm provides advisory consulting services, financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. As of the most recent reporting, the firm manages approximately $664,971,197 in assets for 1,195 clients.

Windsor Capital Management, LLC

20860 NORTH TATUM BLVD.

PHOENIX, AZ 85050

$664.97M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting services

Advisory consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

WINDSOR CAPITAL MANAGEMENT, LLC has a total of 3 branch locations across the country.
location

PHOENIX, AZ

location

VALLEY GLEN, CA

location

BLOOMINGTON, MN

Advisors at Windsor Capital Management, LLC

View All 5 Advisors
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Frederick Anthony Petrino

RA

PHOENIX, AZ

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Lewis Richard Coffey

RA

BLOOMINGTON, MN

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Carolin Alaverdian

RA

VALLEY GLEN, CA

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Unclaimed
Darren Lane Whitehurst

RA

PHOENIX, AZ

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Unclaimed
Donald Edward Peppler

RA

PHOENIX, AZ

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Disclosures

There are no public disclosures for Windsor Capital Management, LLC.

Frequently Asked Questions (7)

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