Investment adviser · CRD 107462

WINDSOR FINANCIAL GROUP LLC

Investment adviser filing (IA)

MINNEAPOLIS, MN, United States · Form ADV filed Apr 10, 2017

Regulatory AUM
$539M
Form ADV · Item 5.F
Client accounts
801
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
7
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 10, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

333 SOUTH 7TH STREET, SUITE 2900
MINNEAPOLIS, MN, 55402, United States

CRD 107462

Filing source

Form ADV 1106370 · Apr 10, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.