WYNN-CROSBY MANAGEMENT, LTD.

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
160045

Firm profile

FINTRX

Overview

Wynn-Crosby Management, Ltd. is organized as a limited partnership and is recorded as being owned by a domestic entity and an individual. FINTRX classifies the firm as unclassified rather than as a registered, multi-state advisory platform; its SEC registration year is not listed. The firm is not flagged as a capital allocator and is not identified as an active ESG investor or pension consultant. The firm’s principal activity appears to be sponsor and general partner roles: FINTRX notes Wynn-Crosby Management, Ltd. acts as a sponsor, GP, and managing member of pooled investment vehicles. That alignment suggests the business model centers on operating private pooled vehicles rather than running a traditional advisory practice serving retail or institutional advisory accounts.

Assets & Accounts

Investments & Alternatives

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

3 of 4
  • GLENN KOONTZ

    Vice PresidentCRD 6009139

  • CHARLTON ANDERSON

    Vice PresidentCRD 7377990

  • RONALD CROSBY

    PresidentCRD 3211705

Unlock 1 more contacts

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
1700 Pacific Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth