WINDSOR ADVISORY GROUP, LLC

COLUMBUS, Ohio·3 registered advisors·CRD# 122266
SEC# 801-613720614-545-0300
01

Firm Overview

AUM
$2.0B
Regulatory assets under management
Employees
19
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: A COMBINATION OF 1 & 4
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at WINDSOR ADVISORY GROUP, LLC

3 registered advisors
Clayton A Hall
COLUMBUS, Ohio
Harry Morgan Dye
COLUMBUS, Ohio
John Eugene Mozola
COLUMBUS, Ohio
05

Office Locations

COLUMBUS, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. WINDSOR ADVISORY GROUP, LLC (CRD# 122266) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.