WINDSOR FINANCIAL, LLC
CRD #124510 SEC #801-62470 MCLEAN, VA 703-442-0600
SEC Registered
Total AUM
$49.2M
Discretionary
$0
Employees
5
Clients
25
Accounts
66
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2005 | $49.2M | $0 | $49.2M | 5 | -- |
| Oct 2003 | $29.3M | $0 | $29.3M | 5 | -- |
| Oct 2003 | $29.3M | $0 | $29.3M | 5 | -- |
DateMay 2005
Total AUM$49.2M
Discretionary$0
Non-Disc.$49.2M
Employees5
Clients--
DateOct 2003
Total AUM$29.3M
Discretionary$0
Non-Disc.$29.3M
Employees5
Clients--
DateOct 2003
Total AUM$29.3M
Discretionary$0
Non-Disc.$29.3M
Employees5
Clients--