# WINDSOR FINANCIAL, LLC

WINDSOR FINANCIAL, LLC of MCLEAN, VA is an SEC-registered investment adviser.

## Registration

- CRD: 124510
- Type: SEC-registered investment adviser
- SEC file number: 801-62470
- Location: 8405 GREENSBORO DRIVE #700, MCLEAN, VA, 22102
- Phone: 703-442-0600
- Latest filing: 2005-08-17
- Regulatory AUM: $49.2M
- Non-discretionary AUM: $49.2M
- Clients: 1
- Accounts: 66

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| WARNER DAVID STEPHEN | SHAREHOLDER | — |
| WARNER BARBARA ANNE | PREDSIDENT; SHAREHOLDER | — |
| ARGY PAUL JAMES | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| WILTSE STEVEN MICHAEL | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124510/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124510/similar
- Related entities: https://search.stillhousedata.com/firm/124510/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124510

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.