Windsor Advisory Group, LLC

Registered In: Ohio
Incorporation Date: 07/15/2002
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: A
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Harry M Dye III Registered Agent	21 W BROAD ST., THIRD FLOOR, COLUMBUS, OH 43215
David M Briglia

10 W BROAD ST STE 700, COLUMBUS, OH 43215 View Map

Financial Information for Windsor Advisory Group, LLC

Form 5500

WINDSOR ADVISORY GROUP,LLC

2130 Quarry Trails Drive, 1st Floor, Columbus, Oh 43228 (614) 545-0300 EIN:37-1436845 Plan Admin:John Mozola

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWINDSOR ADVISORY GROUP, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$2,976,121 / $3,259,869	2022	WINDSOR ADVISORY GROUP, LLC RETIREMENT TRUST - Plan #001	14 / 16	$2,976,121 / $3,259,869
2021	Plan NameWINDSOR ADVISORY GROUP, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$3,850,507 / $2,976,121	2021	WINDSOR ADVISORY GROUP, LLC RETIREMENT TRUST - Plan #001	13 / 14	$3,850,507 / $2,976,121
2020	Plan NameWINDSOR ADVISORY GROUP, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$2,934,083 / $3,850,507	2020	WINDSOR ADVISORY GROUP, LLC RETIREMENT TRUST - Plan #001	12 / 13	$2,934,083 / $3,850,507
2019	Plan NameWINDSOR ADVISORY GROUP, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$2,599,691 / $2,934,083	2019	WINDSOR ADVISORY GROUP, LLC RETIREMENT TRUST - Plan #001	11 / 12	$2,599,691 / $2,934,083

Benefit & Retirement Plans based on Form 5500.

Person/City Match:Harry M Dye III - Columbus, OH

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The following government agencies have contributed data:

Ohio Secretary of State U.S. Department of Labor

Windsor Advisory Group, LLC

Company Summary

Financial Information for Windsor Advisory Group, LLC

WINDSOR ADVISORY GROUP,LLC