WINLO MANAGEMENT GROUP, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 288383
- Registered since
- December 5, 2017
- Website
- www.winlogroup.com
Firm profile
FINTRXOverview
Winlo Management Group, LLC is organized as a limited liability company and has been SEC-registered since 2017. Public filings identify ownership as a mix of a domestic entity and an individual. The firm is classified as unclassified in the available data and is not listed as a multi-state adviser, related adviser, pension consultant, or newly formed adviser. It is also not marked as an active ESG investor or a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JOHN RANDOLPH
Managing Partner and Chief Executive OfficerCRD 1848519
ERIN OSBORNE
CEOCRD 5616101
PAULA HEFFRON
Chief Compliance OfficerCRD 4901921
Contacts
3 of 4JORGE ROBERT ANDREU
Senior Compliance AnalystCRD 8137182
PAMELA Velie
Registered RepresentativeCRD 6143849
JESSICA KRIEWALD
FinOpCRD 7052634
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 300 W 6th St
- Time zone
- CT (UTC-6)
- Office locations
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