Windsor Wealth Management OPCO LLC
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| Windsor Wealth Management OPCO LLC
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| CRD # | 105279 |
| SEC # | 801-28534 |
| CIK # | 0001731713 |
| AUM |
|
| Employees |
14 (64% Investors, 14% Brokers)
|
| Phone | 317-848-3005 |
| Address | 500 E 96th Street, Suite 450
Indianapolis, IN 46240 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn]
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Total AUM ($M)
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| Holdings by Sector ($M) |
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| AUM Breakdown |
Accounts |
AUM ($M) |
| 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 |
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