RIA Intel›Advisers›Minnesota›WINDSOR FINANCIAL GROUP LLC

WINDSOR FINANCIAL GROUP LLC

Advisory

N·MINNEAPOLIS, MN

Data as of Apr 10, 2017 · Source: SEC Form ADV

Total AUM

$539M

1-Year AUM Growth

+4.7%

3-Year CAGR

-24.3%

Employees

7

Assets Under Management

Total AUM$539M

Discretionary AUM$539M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees7

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record42

First FilingMar 5, 2001

Latest FilingApr 10, 2017

🔒 Full AUM trend chart and 42 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WINDSOR FINANCIAL GROUP LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.