John
Mozola
Windsor Advisory Group, LLC
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About this Advisor
John Mozola is a financial advisor based in Columbus, Ohio, working with Windsor Advisory Group, LLC. John has previously held a position at Windsor Advisory Group, LLC and is registered to provide services in Ohio. Currently, John is part of Windsor Advisory Group, LLC, which operates out of Columbus, Ohio. The firm has 19 employees and manages assets totaling $2.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Windsor Advisory Group, LLC includes asset-based, fixed, and other fees.
Services Offered
Fee Structure
Office Location
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Windsor Advisory Group, LLC Brokerage Details
$1,981,102,320
19
1,428
$1,387,327
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Mozola Work History
Windsor Advisory Group, LLC
Disclosures
Please visit the SEC profile of John Mozola to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Windsor Advisory Group, LLC
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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