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Donald Edward Peppler

WINDSOR CAPITAL MANAGEMENT, LLC·PHOENIX, Arizona
Unclaimed Profile
20860 NORTH TATUM BLVD., PHOENIX, AZ 85050CRD# 2482674Firm CRD# 116593
01

About

Donald Edward Peppler is a registered financial advisor based in PHOENIX, Arizona, affiliated with WINDSOR CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WINDSOR CAPITAL MANAGEMENT, LLC
WINDSOR CAPITAL MANAGEMENT, LLC
AUM
$620M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WINDSOR CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2482674
Firm CRD# 116593
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Edward Peppler offer?
Donald Edward Peppler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Donald Edward Peppler's credentials?
Donald Edward Peppler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Edward Peppler located?
Donald Edward Peppler is based in PHOENIX, Arizona, working with WINDSOR CAPITAL MANAGEMENT, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Donald Edward Peppler charge for services?
Donald Edward Peppler's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDSOR CAPITAL MANAGEMENT, LLC?
WINDSOR CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $620M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WINDSOR CAPITAL MANAGEMENT, LLC

Darren Lane Whitehurst
PHOENIX, AZ

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