Windsor Capital Management, LLC
Windsor Capital Management, LLC (CRD# 116593) is a financial advisory firm headquartered in Phoenix, AZ. They manage $619,762,668 in 1,200 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management620MILLION
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Total Number of Accounts1,200ACCOUNTS
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Average Account Value$516,469
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AZ, CA, CO, FL, GA, IA, ID, IL, MI, MN, NE, NH, NV, OK, TX, UT, WA, WI
Carolin Alaverdian (CRD# 2981246) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Valley Glen, CA and has over 25 years of experience in the finance industry.
Lewis Coffey (CRD# 4346851) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Bloomington, MN and has over 10 years of experience in the finance industry.
Donald Peppler (CRD# 2482674) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Phoenix, AZ and has over 29 years of experience in the finance industry.
Frederick Petrino (CRD# 1389177) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Phoenix, AZ and has over 33 years of experience in the finance industry.
Darren Whitehurst (CRD# 2283364) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Phoenix, AZ and has over 31 years of experience in the finance industry.