Windsor Capital Management LLC
Nome legal: WINDSOR CAPITAL MANAGEMENT, LLC
Detalhes completos de contato
Windsor Capital Management LLC
20860 NORTH TATUM BLVD., SUITE 220, PHOENIX, AZ
480-515-3514
602-357-7457
Outras informações
Windsor Capital Management LLC, uma empresa de responsabilidade limitada sediada em Minnesota, opera com uma equipe de sete funcionários, sendo a maioria em funções consultivas. Embora o número de clientes atendidos pela empresa permaneça não divulgado, o status da SEC da Windsor Capital Management LLC está atualmente aprovado e foi registrada desde 28 de abril de 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
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Windsor Capital Management
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Proprietários diretos
-
DARREN LANE WHITEHURST
CHIEF MANAGER é proprietária menos de 5%
-
DONALD EDWARD PEPPLER
CHIEF COMPLIANCE OFFICER é proprietária menos de 5%
-
PEPPLER CAPITAL ADVISORS, INC
OWNER é proprietária mais de 25% mas menos de 50%
-
WHITEHURST FINANCIAL SERVICES, INC.
OWNER é proprietária mais de 50% mas menos de 75%
Proprietários Indiretos
-
DARREN LANE WHITEHURST
PRESIDENT é proprietária 75% ou mais
-
DONALD EDWARD PEPPLER
PRESIDENT é proprietária 75% ou mais
Empresas localizadas nas proximidades
Notícia
- Navigating the Fluctuations: Windsor Capital Management's Strategy Shifts in Early 2024
- Windsor Capital Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Windsor Capital Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Windsor Capital Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Windsor Capital Management's Q4 2022 to Q1 2023 Holdings: Top ETFs and Stocks Analysis
Principais Participações
- 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