Windsor Advisory is a fund manager in Columbus with $1.88 bn assets under management.
Company profile
Website
Employees
Industry
SEC CIK
IRS number
371436845
SEC advisor number
801-61372
FINRA CRD number
122266
AUM ?
$1.88 bn
(as of 26 Apr 23)
Accounts
1,332
(as of 26 Apr 23)
Employees
18
(9 investment advisory or research)
Office hours
Monday - Friday, 8AM - 5PM EST
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Dye, Harry, Morgan | Member | 07/2002 | 25-50% |
Eesley, Jonathon, Scott | Member | 12/2013 | 25-50% |
Mozola, John, Eugene | Member | 12/2021 | 5-10% |
Hall, Clayton, a | Member | 12/2021 | 5-10% |
Weir, Stephanie, Gullifer | Chief Compliance Officer | 03/2023 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Windsor Advisory Group, LLC | $1.88 bn | |
Wag-hci Fund, LLC | $58.77 mm | Other Private Fund |
WAG-LSS2, LLC | $13.31 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 May 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Jun 23
13F-HR
Quarterly holdings report by institutional manager
13 Jun 23