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WINDSOR ADVISORY GROUP, LLC

SEC Form ADV profile.

Total regulatory AUM
$2,924,632,360
Discretionary
$2,883,643,781
Non-discretionary
$40,988,579

Firm details

CRD number
122266
SEC file number
801-61372
Main office
COLUMBUS, OH, United States
Employees
22
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Other

As of October 2026.