WINDSOR FINANCIAL GROUP LLC
CRD #107462 SEC #801-55485 MINNEAPOLIS, MN 612-347-7979
SEC Registered
Total AUM
$539M
Discretionary
$539M
Employees
12
Clients
101
Accounts
801
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2017 | $539M | $539M | $0 | 12 | 300 |
| Apr 2017 | $539M | $539M | $0 | 12 | 300 |
| Mar 2017 | $515M | $515M | $0 | 13 | 300 |
| Nov 2016 | $515M | $515M | $0 | 13 | 300 |
| Jun 2016 | $515M | $515M | $0 | 13 | 300 |
| Mar 2016 | $515M | $515M | $0 | 13 | 300 |
| Jun 2015 | $966.1M | $511.3M | $454.8M | 14 | 700 |
| Mar 2015 | $966.1M | $511.3M | $454.8M | 14 | 700 |
| Feb 2015 | $1.3B | $500.1M | $764.7M | 14 | 700 |
| Mar 2014 | $1.3B | $500.1M | $764.7M | 14 | 700 |
| Feb 2013 | $1.4B | $460.5M | $963.1M | 12 | 700 |
| Feb 2012 | $1.8B | $388.7M | $1.4B | 11 | 700 |
| Mar 2011 | $1.7B | $430.2M | $1.3B | -- | -- |
| Feb 2009 | $3.3B | $333.9M | $3B | -- | -- |
| Feb 2009 | $3.3B | $333.9M | $3B | -- | -- |
| Sep 2007 | $1.7B | $540.2M | $1.1B | -- | -- |
| Feb 2007 | $1.7B | $540.2M | $1.1B | -- | -- |
| Nov 2006 | $1.5B | $471M | $1.1B | -- | -- |
| Feb 2006 | $1.5B | $471M | $1.1B | -- | -- |
| Oct 2005 | $1.5B | $488.4M | $1B | -- | -- |
| Jul 2004 | $1.8B | $500.2M | $1.3B | -- | -- |
| Nov 2003 | $1.3B | $409.8M | $910.9M | -- | -- |
| Apr 2002 | $1.9B | $316.9M | $1.5B | -- | -- |
| Apr 2002 | $1.9B | $316.9M | $1.5B | -- | -- |
| Jun 2001 | $1.8B | $354.5M | $1.5B | -- | -- |
DateApr 2017
Total AUM$539M
Discretionary$539M
Non-Disc.$0
Employees12
Clients300
DateApr 2017
Total AUM$539M
Discretionary$539M
Non-Disc.$0
Employees12
Clients300
DateMar 2017
Total AUM$515M
Discretionary$515M
Non-Disc.$0
Employees13
Clients300
DateNov 2016
Total AUM$515M
Discretionary$515M
Non-Disc.$0
Employees13
Clients300
DateJun 2016
Total AUM$515M
Discretionary$515M
Non-Disc.$0
Employees13
Clients300
DateMar 2016
Total AUM$515M
Discretionary$515M
Non-Disc.$0
Employees13
Clients300
DateJun 2015
Total AUM$966.1M
Discretionary$511.3M
Non-Disc.$454.8M
Employees14
Clients700
DateMar 2015
Total AUM$966.1M
Discretionary$511.3M
Non-Disc.$454.8M
Employees14
Clients700
DateFeb 2015
Total AUM$1.3B
Discretionary$500.1M
Non-Disc.$764.7M
Employees14
Clients700
DateMar 2014
Total AUM$1.3B
Discretionary$500.1M
Non-Disc.$764.7M
Employees14
Clients700
DateFeb 2013
Total AUM$1.4B
Discretionary$460.5M
Non-Disc.$963.1M
Employees12
Clients700
DateFeb 2012
Total AUM$1.8B
Discretionary$388.7M
Non-Disc.$1.4B
Employees11
Clients700
DateMar 2011
Total AUM$1.7B
Discretionary$430.2M
Non-Disc.$1.3B
Employees--
Clients--
DateFeb 2009
Total AUM$3.3B
Discretionary$333.9M
Non-Disc.$3B
Employees--
Clients--
DateFeb 2009
Total AUM$3.3B
Discretionary$333.9M
Non-Disc.$3B
Employees--
Clients--
DateSep 2007
Total AUM$1.7B
Discretionary$540.2M
Non-Disc.$1.1B
Employees--
Clients--
DateFeb 2007
Total AUM$1.7B
Discretionary$540.2M
Non-Disc.$1.1B
Employees--
Clients--
DateNov 2006
Total AUM$1.5B
Discretionary$471M
Non-Disc.$1.1B
Employees--
Clients--
DateFeb 2006
Total AUM$1.5B
Discretionary$471M
Non-Disc.$1.1B
Employees--
Clients--
DateOct 2005
Total AUM$1.5B
Discretionary$488.4M
Non-Disc.$1B
Employees--
Clients--
DateJul 2004
Total AUM$1.8B
Discretionary$500.2M
Non-Disc.$1.3B
Employees--
Clients--
DateNov 2003
Total AUM$1.3B
Discretionary$409.8M
Non-Disc.$910.9M
Employees--
Clients--
DateApr 2002
Total AUM$1.9B
Discretionary$316.9M
Non-Disc.$1.5B
Employees--
Clients--
DateApr 2002
Total AUM$1.9B
Discretionary$316.9M
Non-Disc.$1.5B
Employees--
Clients--
DateJun 2001
Total AUM$1.8B
Discretionary$354.5M
Non-Disc.$1.5B
Employees--
Clients--