Windsor Capital Management

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

20860 N Tatum Blvd Ste 220, Phoenix, Ari...

Phone Number

(480) 515-3514

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Windsor Capital Management

Windsor Capital Management, LLC is a fiduciary, fee-only registered investment advisory firm that specializes in equity, fixed-income, and balanced portfolio management. With over 25 years of experience, the firm serves clients across more than 30 states, providing tailored financial planning and investment strategies. They emphasize independent, conflict-free guidance and believe in creating personalized plans rather than using generic industry products. Their services cater to individuals, families, and institutional clients, focusing on long-term financial success through disciplined and transparent investment solutions.Explore more
Windsor Capital Management's Social MediaPopular SearchesWindsor Capital Management LLCWindsor Capital ManagementWindsor Capital Wisconsin LLCSIC Code 62,628NAICS Code 52,523Show more

Windsor Capital Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Windsor Capital Managemen...

<$5M
1-10
Private
-
1999
DP
Donald PepplerChief Investment Officer
<$5M
1-10
Private
-
1991
Matthew Welsh, President at Godshalk Welsh Capital Management
Matthew WelshPresident
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2003
AW
Austin WagnerPortfolio Manager
<$5M
1-10
Private
-
1976
<$5M
1-10
Private
-
2018
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Company Profile Activity

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Activity Insights

Windsor Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Windsor Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Windsor Capital Management.

Windsor Capital Management Tech Stack

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Frequently Asked Questions Regarding Windsor Capital Management

What is Windsor Capital Management's official website?
Windsor Capital Management's official website is www.windsoradvisor.com
What is Windsor Capital Management's Revenue?
Windsor Capital Management's revenue is <$5 Million
What is Windsor Capital Management's SIC code?
Windsor Capital Management's SIC: 62,628
What is Windsor Capital Management's NAICS code?
Windsor Capital Management's NAICS: 52,523
How many employees does Windsor Capital Management have?
Windsor Capital Management has 1-10 employees
What industry does Windsor Capital Management belong to?
Windsor Capital Management is in the industry of: Finance, Securities Trading
What is Windsor Capital Management competition?
Windsor Capital Management top competitors include: Stonebridge Capital Advisors, Old Vine Capital, Godshalk Welsh Capital Management, Elgethun Capital Management
What technology does Windsor Capital Management use?
Some of the popular technologies that Windsor Capital Management uses are: Squarespace Online Stores, Adobe Typekit, ASP.NET, Squarespace
How do I contact Windsor Capital Management?
Windsor Capital Management contact info: Phone number: (480) 515-3514 Website: www.windsoradvisor.com
What does Windsor Capital Management do?

Windsor Capital Management, LLC is a fiduciary, fee-only registered investment advisory firm that specializes in equity, fixed-income, and balanced portfolio management. With over 25 years of experience, the firm serves clients across more than 30 states, providing tailored financial planning and investment strategies. They emphasize independent, c... onflict-free guidance and believe in creating personalized plans rather than using generic industry products. Their services cater to individuals, families, and institutional clients, focusing on long-term financial success through disciplined and transparent investment solutions.Read More

What are Windsor Capital Management social media links?
Windsor Capital Management Linkedin page
Is Windsor Capital Management a public company?
Windsor Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Windsor Capital Management

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