CXR WOLVERINE LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
335093

Firm profile

FINTRX

Overview

Cxr Wolverine LLC operates as a limited liability company focused on investment activities, particularly in the realm of pooled investment vehicles. The firm does not classify itself under a specific advisory category, which suggests a flexible approach to its investment strategies. While it is not recognized as a capital allocator, Cxr Wolverine LLC engages in managing pooled investment vehicles, indicating a commitment to collective investment strategies. The firm does not actively pursue Environmental, Social, and Governance (ESG) investments, which may reflect its investment philosophy or client preferences.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jared Rule

    Managing PartnerCRD 7983138

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3100 Monticello Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth