Wintrust Investments LLC
- Assets, Funds, Holdings
| Wintrust Investments LLC
|
| CRD # | 875 |
| SEC # | 801-64233 |
| CIK # | 0001015328, 0000049096 |
| AUM |
|
| Employees |
178 (83% Investors, 96% Brokers)
|
| Phone | 312-431-1700 |
| Address | 231 South LaSalle Street
Chicago, IL 60604 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
5,211
|
1.6 |
| (b) Individuals (high net worth individuals) |
2,444
|
2.3 |
| (c) Banking or thrift institutions |
16
|
7.6 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
250 |
2.6 |
| (h) Charitable organizations |
71 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
63 |
0.3 |
| (n) Other |
0 |
0.0 |
| Total |
10,969 |
14.4 |
| By Discretionary |
| Discretionary |
2,687 |
9.3 |
| Non-Discretionary |
8,282 |
5.1 |
| Total |
10,969 |
14.4 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
14.4 |
| Total |
10,969 |
14.4 |
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