Unclaimed Profile

James Michael Leach

WINDSOR WEALTH MANAGEMENT, INC.·INDIANAPOLIS, Indiana

Clean recordWINDSOR WEALTH MANAGEMENT, INC.

500 E. 96TH STREET, SUITE 450, INDIANAPOLIS, IN 46240CRD# 4298158Firm CRD# 105279

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Michael Leach · INDIANAPOLIS, IN

Registration

CRD #4298158 · WINDSOR WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Michael Leach 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WINDSOR WEALTH MANAGEMENT OPCO LLC

WINDSOR WEALTH MANAGEMENT, INC.

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WINDSOR WEALTH MANAGEMENT OPCO LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4298158

Firm CRD# 105279

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Michael Leach offer?

James Michael Leach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are James Michael Leach's credentials?

James Michael Leach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Michael Leach located?

James Michael Leach 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 James Michael Leach charge for services?

James Michael Leach'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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