Overview
Assets Under Management: $14.4 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 2,444
Average Client Assets: $0.9 million
Frequently Asked Questions
WINTRUST INVESTMENTS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #875), WINTRUST INVESTMENTS is subject to fiduciary duty under federal law.
WINTRUST INVESTMENTS is headquartered in CHICAGO, IL.
WINTRUST INVESTMENTS serves 2,444 high-net-worth clients according to their SEC filing dated May 20, 2024. View client details ↓
According to their SEC Form ADV, WINTRUST INVESTMENTS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WINTRUST INVESTMENTS manages $14.4 billion in client assets according to their SEC filing dated May 20, 2024.
According to their SEC Form ADV, WINTRUST INVESTMENTS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2,444
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.95%
Average Client Assets: $0.9 million
Total Client Accounts: 10,969
Discretionary Accounts: 2,687
Non-Discretionary Accounts: 8,282
Regulatory Filings
CRD Number: 875
Filing ID: 1873577
Last Filing Date: 2024-05-20 16:22:00