Windsor Capital Management is an investment advisor in Phoenix with $626.37 mm assets under management.
Company profile
Employees
Location
Fiscal year end
SEC CIK
IRS number
263954701
SEC advisor number
801-64200
FINRA CRD number
116593
AUM ?
$619.76 mm
(as of 22 Jan 24)
Accounts
1,200
(as of 22 Jan 24)
Employees
8
(5 investment advisory or research)
Address
Windsor Capital Management
20860 NORTH TATUM BLVD.
SUITE 220
PHOENIX
AZ 85050
20860 NORTH TATUM BLVD.
SUITE 220
PHOENIX
AZ 85050
Phone
480-515-3514
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Oct 24
13F-HR
Quarterly holdings report by institutional manager
26 Jul 24
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
4 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22