WINDSOR SECURITIES, INC.
Legal name: WINDSOR SECURITIES INC
CRD #6415 SEC #801-11280 ARDMORE, PA 610-642-3100
SEC Registered
Total AUM
$90M
Discretionary
$90M
Employees
1
Clients
0
Accounts
95
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $90M | $90M | $0 | 1 | 0 |
| Mar 2021 | $97.5M | $97.5M | $0 | 1 | 0 |
| Jun 2020 | $94.6M | $94.6M | $0 | 1 | 0 |
| Mar 2020 | $94.6M | $94.6M | $0 | 1 | 0 |
| Mar 2019 | $90.7M | $90.7M | $0 | 1 | 0 |
| Mar 2018 | $91.4M | $91.4M | $0 | 1 | 0 |
| Mar 2017 | $94.9M | $94.9M | $0 | 1 | 100 |
| Jan 2017 | $95.4M | $95.4M | $0 | 1 | 100 |
| Mar 2016 | $95.4M | $95.4M | $0 | 1 | 100 |
| Feb 2016 | $96M | $96M | $0 | 1 | 100 |
| Jan 2016 | $96M | $96M | $0 | 1 | 100 |
| Mar 2015 | $96M | $96M | $0 | 1 | 100 |
| Mar 2014 | $90M | $90M | $0 | 1 | 26 |
| Mar 2013 | $90M | $90M | $0 | 1 | 26 |
| May 2012 | $99.9M | $99.9M | $0 | 1 | 26 |
| May 2012 | $99.9M | $99.9M | $0 | 1 | 26 |
| Apr 2012 | $99.9M | $99.9M | $0 | 1 | 26 |
| Mar 2009 | $184.8M | $184.8M | $0 | 5 | -- |
| Mar 2008 | $189.4M | $189.4M | $0 | 5 | -- |
| Feb 2007 | $207.4M | $207.4M | $0 | 5 | -- |
| Mar 2006 | $65.6M | $65.6M | $0 | 5 | -- |
| Feb 2005 | $35M | $35M | $0 | 5 | -- |
| Jan 2005 | $35M | $35M | $0 | 5 | -- |
| Jan 2005 | $35M | $35M | $0 | 5 | -- |
| Jan 2005 | $35M | $35M | $0 | 5 | -- |
| Jan 2005 | $35M | $35M | $0 | 5 | -- |
DateMar 2022
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$97.5M
Discretionary$97.5M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$94.6M
Discretionary$94.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$94.6M
Discretionary$94.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$90.7M
Discretionary$90.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$94.9M
Discretionary$94.9M
Non-Disc.$0
Employees1
Clients100
DateJan 2017
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees1
Clients100
DateMar 2016
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees1
Clients100
DateFeb 2016
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees1
Clients100
DateJan 2016
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees1
Clients100
DateMar 2015
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees1
Clients100
DateMar 2014
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees1
Clients26
DateMar 2013
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2009
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$189.4M
Discretionary$189.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--