Windsor is an investment advisor in Indianapolis with $1.94 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
351691197
SEC advisor number
801-28534
FINRA CRD number
105279
AUM ?
$1.94 bn
(as of 4 Nov 22)
Accounts
3,184
(as of 4 Nov 22)
Employees
14
(9 investment advisory or research)
Address
Windsor
500 E. 96TH STREET, SUITE 450
INDIANAPOLIS
IN 46240
500 E. 96TH STREET, SUITE 450
INDIANAPOLIS
IN 46240
Office hours
Monday - Friday, 8:00-5:00
Phone
317-848-3005
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Clark, Randall, Dean | Principal | 11/1986 | 25-50% |
Mitzell, Channing, Frederick | Principal | 11/1986 | 25-50% |
Shupe, Brian, Todd | Principal | 07/2000 | 5-10% |
Ulsas, Matthew, Brian | Chief Compliance Officer | 03/2008 | 5-10% |
Leach, James, Michael | Principal | 01/2020 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21
13F-HR
Quarterly holdings report by institutional manager
26 Jul 21