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
Jonathan Patterson (CRD# 2813004) is an Investment Advisor Representative working at Wintrust Investments in Crete, IL and has over 27 years of experience in the finance industry.
Daniel Peluse (CRD# 4769502) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 20 years of experience in the finance industry.
Myra Perez (CRD# 5181539) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 10 years of experience in the finance industry.
Barry Proctor (CRD# 2020802) is an Investment Advisor Representative working at Wintrust Investments in Gurnee, IL and has over 31 years of experience in the finance industry.
James Rapp (CRD# 2116778) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 32 years of experience in the finance industry.
Danny Reeves (CRD# 3178874) is an Investment Advisor Representative working at Wintrust Investments in Swansea, IL and has over 25 years of experience in the finance industry.
George Rizos (CRD# 4552770) is an Investment Advisor Representative working at Wintrust Investments in Arlington Heights, IL and has over 21 years of experience in the finance industry.
Pragna Rohman (CRD# 4048490) is an Investment Advisor Representative working at Wintrust Investments in Winnetka, IL and has over 23 years of experience in the finance industry.
Tracy Schultz (CRD# 3065726) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 24 years of experience in the finance industry.
Steven Schwer (CRD# 2588144) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 22 years of experience in the finance industry.