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Jan B. Coltrin

WYNN-CROSBY MANAGEMENT, LTD.·DALLAS, Texas
Unclaimed Profile
1700 PACIFIC AVENUE, DALLAS, TX 75201CRD# 6043924Firm CRD# 160045
01

About

Jan B. Coltrin is a registered financial advisor based in DALLAS, Texas, affiliated with WYNN-CROSBY MANAGEMENT, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WYNN-CROSBY MANAGEMENT, LTD.
WYNN-CROSBY MANAGEMENT, LTD.
AUM
$163M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at WYNN-CROSBY MANAGEMENT, LTD. →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: REIMBURSEMENT OF GENERAL AND ADMINISTRATIVE EXPENSES
Regulatory
SEC/IARD CRD# 6043924
Firm CRD# 160045
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jan B. Coltrin offer?
Jan B. Coltrin specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Jan B. Coltrin's credentials?
Jan B. Coltrin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jan B. Coltrin located?
Jan B. Coltrin is based in DALLAS, Texas, working with WYNN-CROSBY MANAGEMENT, LTD.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Jan B. Coltrin charge for services?
Jan B. Coltrin's firm is compensated through performance-based fees, other: reimbursement of general and administrative expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WYNN-CROSBY MANAGEMENT, LTD.?
WYNN-CROSBY MANAGEMENT, LTD. is a registered investment adviser with the SEC, managing $163M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
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