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Windsor Advisory Group

EST. AUM
$2,924,632,360

CONTACTS
10

CLIENT ACCOUNTS
1,704

Firm Details

Metro area Columbus
CRD Number 122266
Website windsoradvisorygroup.com
Client types

Overview

Windsor Advisory Group is a $1.9B RIA in Columbus, OH. The majority of their assets are discretionary. Windsor is largely focused on alternative assets across Private Equity, Private Credit, Real Estate, They do have some liquid investments but it is not their core focus. Internally, they do run a private investment fund, the WAG-HCI Fund. Jacob Chockran is a senior investment team member.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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