Windsor Advisory Group
Financial Services • 
Columbus, Ohio, United States • 21-50 Employees
Company overview
| Headquarters | 2130 Quarry Trails Dr, 1st Floor, Columbus, Ohio 43228, US |
| Phone number | +16145450300 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2002 |
| Employees | 21-50 |
| Socials |
Key Contacts at Windsor Advisory Group
Carter Gerlach
Managing Director
Kyle Ellis
Director
Cory Hinaman
Director
Samantha Buck
Director, Client Relationship Team
Brandon Compertore
Director Of Technology
Windsor Advisory Group Email Formats
Windsor Advisory Group uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@wag-llc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@wag-llc.com | 100% |
About Windsor Advisory Group
Windsor Advisory Group is an investment advisory firm providing family office services to highly successful individuals, their families and family offices. Many of our clients think of Windsor Advisory Group as their personal CFO. We advise clients on key financial matters, create and monitor their financial blueprints and simplify their financial affairs. As professionals, it’s our job to look out for our clients. To accomplish this, we believe in aligning their financial make-up with their long-term goals, needs and passions. We customize a plan and portfolios based on client priorities and unique financial situations. We also understand that our client’s lives are about much more than the numbers on a financial statement.
Windsor Advisory Group revenue & valuation
| Annual revenue | $1,882,210 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Windsor Advisory Group has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Windsor Advisory Group has never raised funding before.
Windsor Advisory Group Tech Stack
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