WINDSOR CAPITAL Overview
Windsor Capital Management Llc is an investment advisor that manages 493.8 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 06/30/21. The fund's latest filing disclosed 235MM in positions, representing 47% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 06/30/21. The fund's latest filing disclosed 235MM in positions, representing 47% of the manager's regulatory AUM.
WINDSOR CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WINDSOR CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 8.09% | ETF | 13.71% | 0% | 0 | 15% | ||
| SPLG | 7.33% | ETF | 13.71% | 0.01% | 0 | 1% | ||
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FEATURED IN
WINDSOR CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Darren L. Whitehurst | Chief Manager | January-2000 |
| Donald E. Peppler | Chief Compliance Officer | February-2008 |
WINDSOR CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WINDSOR CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Charting Analysis - involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using
mathematical equations. The resulting data is then applied to graphing charts, which is used to
predict future price movements based on price patterns and trends.
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line,
the experience and expertise of the company's management, and the outlook for the
company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.
• Technical A...
Unlock Full Investment Process Description
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Charting Analysis - involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using
mathematical equations. The resulting data is then applied to graphing charts, which is used to
predict future price movements based on price patterns and trends.
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line,
the experience and expertise of the company's management, and the outlook for the
company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.
• Technical A...
Unlock Full Investment Process Description
WINDSOR CAPITAL Portfolio Concentration
WINDSOR CAPITAL Location
20860 NORTH TATUM BLVD.
SUITE 220
PHOENIX, Arizona
UNITED STATES, 85050
SUITE 220
PHOENIX, Arizona
UNITED STATES, 85050
WINDSOR CAPITAL Contact Information
Phone Number: 480-515-3514
Fax Number: 602-357-7457
Website: http://www.windsoradvisor.com
Fax Number: 602-357-7457
Website: http://www.windsoradvisor.com
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Disclaimer
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