BW
CFA
BW
CFA

Bruce Winson

22 Years of Experience
Dallas, TX

Bruce Winson is a CFA-designated registered investment advisor at Anson Funds Management LP, based in Dallas, TX, with 22 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$475.8M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Anson Funds Management does not directly manage investments for individual investors. They manage pooled investment vehicles.

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Location

5420 Lbj Freeway, Suite 550, Dallas, TX, 75240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Anson Funds Management LP
April 2003 - Present · 23 yrs 1 mo
Previous Registrations
Cabadonga Ventures LP
January 2008 - January 2010 · 2 yrs
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bruce Winson - Financial Advisor | TrueAdvisor