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TED Windsor & Associates

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4 more other clients and 38 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

No advisory client relationship on the tape.

Other roles

7 allocators

+4 more clients

Every name, record and relationship behind this count, with the source on each.

Schedule C rows

41 rows, $627,382 direct compensation as filed

+38 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

What changed