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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...see more
Assets Under Mgmt
$13.55B
Investment Professionals
144
Locations
76
% 401K & Individual
% Discretionary
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
Reviews for Wintrust Investments
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