Windsor Capital Management LLC
Legal Name: WINDSOR CAPITAL MANAGEMENT, LLC
Full Contact Details
Windsor Capital Management LLC
20860 NORTH TATUM BLVD., SUITE 220, PHOENIX, AZ
480-515-3514
602-357-7457
Other Info
Windsor Capital Management LLC, a Minnesota based Limited Liability Company, operates with a team of seven employees, with a majority serving in advisory roles. Although the number of clients served by the firm remains undisclosed, Windsor Capital Management LLC's SEC status is presently approved, and it has been registered since April 28, 2005.
Windsor Capital Management
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Plan Forward Portfolios Automated Online Investing - Home
Plan Forward Portfolios is a low-fee online solution for your investments. We diversify and rebalance Individual, IRA, Roth IRA & 401(k) rollover accounts.
Plan Forward Portfolios Automated Online Investing - Home
Plan Forward Portfolios is a low-fee online solution for your investments. We diversify and rebalance Individual, IRA, Roth IRA & 401(k) rollover accounts.
Windsor Capital Management
0 Skip to Content HOME BLOG CONTACT US DISCLOSURES CLIENT LOGIN (480) 515-3514 Risk Assessment Open Menu Close Menu HOME BLOG CONTACT US DISCLOSURES CLIENT LOGIN (480) 515-3514 Risk Assessment Open Menu Close Menu HOME BLOG CONTACT US DISCLOSURES CLIENT LOGIN (480) 515-3514 Risk Assessment BE DIVERS…
Windsor Capital Management
0 Skip to Content HOME BLOG CONTACT US DISCLOSURES CLIENT LOGIN (480) 515-3514 Risk Assessment Open Menu Close Menu HOME BLOG CONTACT US DISCLOSURES CLIENT LOGIN (480) 515-3514 Risk Assessment Open Menu Close Menu HOME BLOG CONTACT US DISCLOSURES CLIENT LOGIN (480) 515-3514 Risk Assessment BE DIVERS…
Direct Owners
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DARREN LANE WHITEHURST
CHIEF MANAGER owns less than 5%
-
DONALD EDWARD PEPPLER
CHIEF COMPLIANCE OFFICER owns less than 5%
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PEPPLER CAPITAL ADVISORS, INC
OWNER owns more than 25% but less than 50%
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WHITEHURST FINANCIAL SERVICES, INC.
OWNER owns more than 50% but less than 75%
Indirect Owners
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DARREN LANE WHITEHURST
PRESIDENT owns 75% or more
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DONALD EDWARD PEPPLER
PRESIDENT owns 75% or more
Firms Located Nearby
News
Top Holdings
- ISHARES TR CORE S&P500 ETF $17,098k
- SPDR SERIES TRUST $11,006k
- SPDR SERIES TRUST $10,584k
- ISHARES TR CORE S&P MCP ETF $9,244k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $8,885k
- SPDR SERIES TRUST $7,616k
- ISHARES TR $7,111k
- SPDR SERIES TRUST $6,572k
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $6,075k
- JP MORGAN EXCHANGE TRADED FD $5,705k