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 is registered with the SEC since 2017. The firm is classified as unclassified in the available dataset and lists ownership as a combination of a domestic entity and an individual. The record indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not listed as a multistate adviser, pension consultant, or related adviser in the supplied information.
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 3
John Randolph
Managing Partner and Chief Executive OfficerCRD 1848519
Erin Osborne
CEOCRD 5616101
Paula Heffron
Chief Compliance OfficerCRD 4901921
Contacts
3 of 4
Jorge 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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