• BETHEL, VT • Investment Advisor How do I update this listing?
Windsor Creek Advisors is based out of Bethel. Windsor Creek Advisors is a large advisory firm with discretionary assets under management (AUM) of $212,912,003 (Form ADV from 2018-11-11). Their last reported 13F filing for Q4 2018 included $315,344,000 in managed 13F securities and a top 10 holdings concentration of 48.51%. Windsor Creek Advisors's largest holding is SPDR S&P 500 ETF Trust with shares held of 260,500. Whalewisdom has at least 1 13F filings