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WINDSOR WEALTH MANAGEMENT OPCO LLC
WINDSOR WEALTH MANAGEMENT OPCO LLC
WINDSOR WEALTH MANAGEMENT, INC.
INDIANAPOLIS, Indiana
·
6 registered advisors
·
CRD# 105279
SEC# 801-28534
0
317-848-3005
01
Firm Overview
AUM
$1.4B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WINDSOR WEALTH MANAGEMENT OPCO LLC
6 registered advisors
Brian Todd Shupe
INDIANAPOLIS, Indiana
CRD# 2353564
Channing Frederick Mitzell
INDIANAPOLIS, Indiana
CRD# 1192880
James Michael Leach
INDIANAPOLIS, Indiana
CRD# 4298158
Matthew Brian Ulsas
INDIANAPOLIS, Indiana
CRD# 2820747
Randall Dean Clark
INDIANAPOLIS, Indiana
CRD# 1086464
Robert Stephen Kaspar
INDIANAPOLIS, Indiana
CRD# 1565602
05
Office Locations
INDIANAPOLIS, Indiana
6 advisors
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Data sourced from SEC Form ADV filings. WINDSOR WEALTH MANAGEMENT OPCO LLC (CRD# 105279) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.