Wintrust Investments
Wintrust Investments (CRD# 875) is a financial advisory firm headquartered in Chicago, IL. They manage $14,417,827,726 in 10,969 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management14,418MILLION
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Total Number of Accounts10,969ACCOUNTS
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Average Account Value$1,314,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Bryan Long (CRD# 6810657) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 6 years of experience in the finance industry.
Matthew Moran (CRD# 7441257) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has 1 year of experience in the finance industry.
Frederick Oh (CRD# 7174050) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 4 years of experience in the finance industry.
Thomas Peluse (CRD# 7548200) is an Investment Advisor Representative working at Wintrust Investments in Barrington, IL and has 1 year of experience in the finance industry.
Daniel Rahill (CRD# 7329019) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has 1 year of experience in the finance industry.
Nicholas Rossetti (CRD# 7450108) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 2 years of experience in the finance industry.
Robert Sanfilippo (CRD# 1542910) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 6 years of experience in the finance industry.
Jacob Stobart (CRD# 7260736) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 3 years of experience in the finance industry.
Katherine Sullivan (CRD# 7567701) is an Investment Advisor Representative working at Wintrust Investments in Bloomingdale, IL and has 1 year of experience in the finance industry.