WINTRUST INVESTMENTS
Chicago, Illinois
2.5
2 Reviews
Wintrust Investments, a reputable regional investment advisory firm headquartered in Chicago, IL, boasts an extensive network of 77 offices. With a team of 171 dedicated professionals, 144 of whom are skilled investment advisors, they offer comprehensive investment advisory services. On average, each investment advisor manages approximately $94,120,000 in assets under management, aligning with the industry standard. Wintrust Investments adopts a versatile compensation structure, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees. Although 401K and individual accounts accoun...
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Assets Under Mgmt

$13.55B

Investment Professionals

144

Locations

76

% 401K & Individual

10%

% Discretionary

65%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of self-regulatory organizations rules
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