Allocator Index · CRD 122266

WINDSOR ADVISORY GROUP, LLC

Columbus, OH · 614-545-0300 · linkedin.com/company/windsor-advisory-group/about/

SEC IAPD record ↗

Fit score

80

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

337

Other individuals

105

HNW assets

$2.29B

Total AUM

$2.92B

Employees

22

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
WAG-HCI FUND, LLCOther Private Fund$108.5M
WAG-LSS2, LLCOther Private Fund$69.8M
WAG-TIDE ROCK, LLCOther Private Fund$66.6M
WAG-ENCAP12, LLCOther Private Fund$40.1M