What's new? Log in Free sign up

Windsor

Company Profile

Company profile

Website

www.windsorwealth.com

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

351691197

SEC advisor number

801-28534

FINRA CRD number

105279

AUM ?

$1.94 bn (as of 4 Nov 22)

Accounts

3,184 (as of 4 Nov 22)

Employees

14 (9 investment advisory or research)

Address

Windsor
500 E. 96TH STREET, SUITE 450
INDIANAPOLIS
IN 46240

Office hours

Monday - Friday, 8:00-5:00

Phone

317-848-3005

Brochures

Windsor Wealth Management (20 Mar 23)

Ownership

Owner	Title	From	%Ownership
Clark, Randall, Dean	Principal	11/1986	25-50%
Mitzell, Channing, Frederick	Principal	11/1986	25-50%
Shupe, Brian, Todd	Principal	07/2000	5-10%
Ulsas, Matthew, Brian	Chief Compliance Officer	03/2008	5-10%
Leach, James, Michael	Principal	01/2020	5-10%

Latest filings (excl ownership)

No filings

Latest ownership filings

View all

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

We use cookies on this site to provide a more responsive and personalized service. Continuing to browse, clicking I Agree, or closing this banner indicates agreement. See our Cookie Policy for more information.