Windsor Wealth Management OPCO LLC

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Assets, Funds, Holdings

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Windsor Wealth Management OPCO LLC
CRD #105279
SEC #801-28534
CIK #0001731713
AUM
Employees 14 (64% Investors, 14% Brokers)
Phone317-848-3005
Address500 E 96th Street, Suite 450
Indianapolis, IN 46240
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
20001600120080040001999200720152024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 540 272.5
(b) Individuals (high net worth individuals) 277 960.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 23 82.6
(h) Charitable organizations 14 18.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 12 39.1
(n) Other 0 0.0
Total 2,739 1,372.7
By Discretionary
Discretionary 2,738 1,372.6
Non-Discretionary 1 0.1
Total 2,739 1,372.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,372.7
Total 2,739 1,372.7
Limited Partners2011 - 2024
California Public Employees' Retirement System
EDGAR Form CIK 2011 - 2024
13F-HR [0001731713]
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