Company Overview
- Headquarters
- 2130 Quarry Trails Dr 1st Floor, Columbus OH
- Website
- windsoradvisorygroup.com
- Phone
- (614) 545-0300
- Employees
- 23
- Founded in
- 2002
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 52393 CompaniesNAICS Code 5239 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$1B
Who is Windsor Advisory Group
Windsor Advisory Group is an investment advisory firm located in Columbus, Ohio. The company has 23 employees and generates approximately $1 million in annual revenue. Windsor Advisory Group provides family office services to high-net-worth individuals, their families, and family offices. They act as a trusted financial advisor, assisting clients with key financial matters, creating and managing financial plans, and simplifying their overall financial management. The firm distinguishes itself by emphasizing a personalized approach, tailoring financial plans and investment portfolios to each client's unique goals, needs, and passions. They prioritize a holistic understanding of their clients' lives, recognizing that financial well-being is interconnected with broader life aspirations. For more information, please visit windsoradvisorygroup.com.
Company Leadership
Windsor Advisory Group Tech Stack
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