Winlo Management Group, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
288383
Registered since
December 5, 2017

Firm profile

FINTRX

Overview

Winlo Management Group, LLC is organized as a limited liability company and has been SEC-registered since 2017. FINTRX classifies the firm as "Unclassified" and identifies its ownership as a combination of a domestic entity and an individual. The snapshot data indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, is not listed as a multi-state adviser, and is not flagged as a pension consultant or related adviser. Available disclosures about its business activities, client types, fee schedule, and advisory services were not provided in the FINTRX entry.

Assets & Accounts

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

Owners & executives

3 of 3
  • Paula Heffron

    Paula Heffron

    Chief Compliance OfficerCRD 4901921

  • John Randolph

    John Randolph

    Managing Partner and Chief Executive OfficerCRD 1848519

  • Erin Osborne

    Erin Osborne

    CEOCRD 5616101

Contacts

3 of 4
  • Jessica Kriewald

    Jessica Kriewald

    FinOpCRD 7052634

  • Spencer Lee

    Registered RepresentativeCRD 6826217

  • Pamela Velie

    Pamela Velie

    Registered RepresentativeCRD 6143849

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth