Sign in
Create a free account
WINTRUST INVESTMENTS
CHICAGO, IL
312-431-1700
SEC #801-64233Total AUM
$14.4B
Employees
178Clients
8,055Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
231 SOUTH LASALLE STREET
13TH FLOOR
CHICAGO
IL 60604
United States
13TH FLOOR
CHICAGO
IL 60604
United States
Operating Hours
8:15AM-4:45PM
Monday - Friday
Monday - Friday
Phone
312-431-1700
Other Offices
78
Financials
Total AUM
$14.4B
Accounts
10,969Discretionary
$9.3B
Accounts
2,687Non-Discretionary
$5.1B
Accounts
8,282
Clients
Individual Clients
5,211AUM
$1.6B
HNW Individual Clients
2,444AUM
$2.3B
Banking Clients
16AUM
$7.6B
Pension/Profit Sharing Plan Clients
250AUM
$2.6B
Charitable Organization Clients
71AUM
$45.6M
Corporation or Business Clients
63AUM
$281.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.