Windsor Wealth Management, Inc. info
Windsor Wealth Management, Inc. (SEC CIK 1731713) first filed with the SEC on 2018-03-01 (Form 13F-HR) and has filed 24 times since, including 24 Form 13F-HR quarterly holdings reports. It is organized in IN and registered at 500 E. 96TH STREET, SUITE 450, INDIANAPOLIS, IN, 46240.
- Name: Value Windsor Wealth Management, Inc..
- SEC CIK: Value 1731713.
- State of organization: Value IN.
- Business address: Value 500 E. 96TH STREET, SUITE 450, INDIANAPOLIS, IN, 46240.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Windsor Wealth Management, Inc. |
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| SEC CIK | 1731713 |
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| State of organization | IN |
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| Business address | 500 E. 96TH STREET, SUITE 450, INDIANAPOLIS, IN, 46240 |
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| Mailing address | 500 E. 96TH STREET, SUITE 450, INDIANAPOLIS, IN, 46240 |
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| Phone | 317-848-3005 |
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| Fiscal year end | December 31 |
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| Former names | Windsor Group LTD (2018-03-01 to 2023-07-12) |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2018-03-01 (Form 13F-HR) |
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| Latest SEC filing | 2023-10-24 (Form 13F-HR) |
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| Filings on EDGAR | 24 |
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| First Form 13F-HR | 2018-03-01 (quarter ended 2017-12-31) |
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| Latest Form 13F-HR | 2023-10-24 (quarter ended 2023-09-30) |
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| Form 13F-HR filings | 24 |
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Filings by Year
| Year | Filings | Form 13F-HR |
|---|
| 2023 | 4 | 4 |
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| 2022 | 4 | 4 |
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| 2021 | 4 | 4 |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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| 2018 | 4 | 4 |
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