What departments does Windsor Advisory Group have?

Windsor Advisory Group has employees across 2 departments including Consultant, Support.

What is the largest department at Windsor Advisory Group?

The largest department at Windsor Advisory Group is Consultant with 1 employees.

Where are Windsor Advisory Group employees located globally?

Windsor Advisory Group has employees across 1 continents and 1 countries including United States Of America.

How has Windsor Advisory Group's team size changed over time?

Windsor Advisory Group's team has decreased from approximately 25 to 23 employees based on available data.

Learn more at LeadIQ.com

Windsor Advisory Group Employee Directory

Financial ServicesOhio, United States11-50 Employees

Windsor Advisory Group operates in the financial services sector, offering investment advisory and family office services. It serves as a personal CFO for its clients, assisting with major financial decisions, designing and tracking financial blueprints, and simplifying their financial affairs. The firm emphasizes aligning clients' financial setup with their long-term goals and passions by tailoring plans and portfolios to individual priorities and circumstances.

Its clients include highly successful individuals, their families, and family offices seeking holistic wealth management. Based in Columbus, Ohio, Windsor Advisory Group emphasizes a tailored approach to wealth planning that accounts for clients' priorities and unique financial situations.

Windsor Advisory Group Global Highlights

North America
26

United States Of America
26

Windsor Advisory Group's Leadership

H. D.
Owner
Mobile Phone
Email
K. E.
Director
Mobile Phone
Email
K. M.
Associate
Mobile Phone
Email
N. S.
Project Consultant
Mobile Phone
Email
C. S.
Team Support Specialist
Mobile Phone
Email

Windsor Advisory Group Employee Metrics

100%

50%

2026

2025

Banking
Business
Legal
Accounting
Administrative
Other
Consultant

Contact profiles from Windsor Advisory Group

Name

Title

Contact Info

Location

Last Update

H. D.
Owner
Mobile Phone
Email
Oct 17, 2024
K. E.
Director
Mobile Phone
Email
United StatesGeorgia
Apr 09, 2026
K. M.
Associate
Mobile Phone
Email
United States
May 31, 2026
N. S.
Project Consultant
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
C. S.
Team Support Specialist
Mobile Phone
Email
Dec 05, 2024

Frequently Asked Questions

What is Windsor Advisory Group known for?

Windsor Advisory Group was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 2130 Quarry Trail Drive 1st Floor Columbus, Ohio 43228 United States; you can contact the main corporate office by phone at

+1-614-545-****

. Explore Windsor Advisory Group's company overview page for more information.

What is Windsor Advisory Group's most common email format?

Windsor Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Windsor Advisory Group email formats with LeadIQ.

How many employees does Windsor Advisory Group have currently?

Windsor Advisory Group has approximately 23 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Windsor Advisory Group's key employees and leadership?

As of June 2026, Windsor Advisory Group's key employees include:

Owner: H. D.
Director: K. E.
Associate: K. M.
Project Consultant: N. S.
Team Support Specialist: C. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Windsor Advisory Group Employee Directory

Find Windsor Advisory Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead