Overview
Assets Under Management: $120 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 13
Average Client Assets: $9 million
Frequently Asked Questions
YUNISTONE INVESTMENT GROUP, LLC 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 #149728), YUNISTONE INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
YUNISTONE INVESTMENT GROUP, LLC is headquartered in CHICAGO, IL.
YUNISTONE INVESTMENT GROUP, LLC serves 13 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, YUNISTONE INVESTMENT GROUP, LLC offers portfolio management for individuals. View all service details ↓
YUNISTONE INVESTMENT GROUP, LLC manages $120 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, YUNISTONE INVESTMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.78
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 66
Discretionary Accounts: 49
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 149728
Filing ID: 2048914
Last Filing Date: 2026-02-10 12:14:25