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).
-
Total Assets Under Management14,418MILLION
-
Total Number of Accounts10,969ACCOUNTS
-
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
- Selection of other advisers (including private fund managers)
![](/img/ws/firm-ria-sec-logo.png)
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 Chicago, 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.