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Channing Frederick Mitzell

WINDSOR WEALTH MANAGEMENT, INC.·INDIANAPOLIS, Indiana
Clean recordWINDSOR WEALTH MANAGEMENT, INC.
500 E. 96TH STREET, SUITE 450, INDIANAPOLIS, IN 46240CRD# 1192880Firm CRD# 105279

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Channing Frederick Mitzell · INDIANAPOLIS, IN
Registration
CRD #1192880 · WINDSOR WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Channing Frederick Mitzell is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with WINDSOR WEALTH MANAGEMENT, INC.. 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
Introduction

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03

Firm Overview

Firm
WINDSOR WEALTH MANAGEMENT OPCO LLC
WINDSOR WEALTH MANAGEMENT, INC.
AUM
$1.4B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at WINDSOR WEALTH MANAGEMENT OPCO LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1192880
Firm CRD# 105279
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Channing Frederick Mitzell offer?
Channing Frederick Mitzell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Channing Frederick Mitzell's credentials?
Channing Frederick Mitzell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Channing Frederick Mitzell located?
Channing Frederick Mitzell is based in INDIANAPOLIS, Indiana, working with WINDSOR WEALTH MANAGEMENT, INC.. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Channing Frederick Mitzell charge for services?
Channing Frederick Mitzell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDSOR WEALTH MANAGEMENT, INC.?
WINDSOR WEALTH MANAGEMENT, INC. has approximately 14 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WINDSOR WEALTH MANAGEMENT, INC.

Brian Todd Shupe
INDIANAPOLIS, IN
Matthew Brian Ulsas
INDIANAPOLIS, IN
James Michael Leach
INDIANAPOLIS, IN
Randall Dean Clark
INDIANAPOLIS, IN
Robert Stephen Kaspar
INDIANAPOLIS, IN

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Research
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