Windsor Advisory Group | Fund Manager

Fund Manager

Windsor Advisory Group

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WG

Windsor Advisory Group

Fund Manager

Primary Strategy: Other

Year Founded: 2002

Number of Employees: 22

Ownership: Privately Held

Year End: December

Description

Windsor Advisory Group is an investment advisory firm providing family office services to highly successful individuals, their families and family offices. Many of our clients think of Windsor Advisory Group as their personal CFO. We advise clients on key financial matters, create and monitor their financial blueprints and simplify their financial affairs. As professionals, it’s our job to lo

Contact

Website: Link to website

LinkedIn: linkedin.com/company/windsor-advisory-group

Address

2130 Quarry Trails DR, 1st Floor, Columbus, Ohio, United States

Date

As of: September 30, 2025

Overview
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Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

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Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Details

Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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