WebbStretto WebbWintrust Investments is a large advisory firm with 6785 clients and discretionary assets under management (AUM) of $7,057,679,362 (Form ADV from 2024-11-07). Their last reported 13F filing for Q4 2024 included $765,466,000 in managed 13F securities and a top 10 holdings concentration of 35.93%.
Philip Bandle, Financial Advisor in Chicago, IL U.S. News …
Webb1 apr. 2024 · Wintrust Investments LLC is an advisory company headquartered in Morton, Illinois. The firm has offices in 67 locations and a total of 186 advisors. It manages $12 billion in total assets among its 10,762 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Webb16 mars 2024 · Based in Chicago, IL, Wintrust Wealth Management is a small finance company with only 147 employees and an annual revenue of $30.0M. The Organization’s Mission Helping our clients confidently achieve their Long-Term investment goals. - Employee Reviews Be the first to review! Do you work at Wintrust Wealth Management? darwin fencing supplies
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WebbFound 59 colleagues at Wintrust Wealth Management. There is 1 other person named Aimee Morrin on AllPeople. Find more info on AllPeople about Aimee Morrin and Wintrust Wealth Management, as well as people who work for similar businesses nearby, colleagues for other branches, and more people with a similar name. Webb18 juni 2024 · Philip has made over 4 trades of the Wintrust stock since 2003, according to the Form 4 filled with the SEC. Most recently Philip sold 5,000 units of WTFCM stock … WebbWintrust Investments LLC is an advisory firm that has its headquarters in Glen Ellyn, Illinois. It has offices in 67 locations and a total of 186 advisors. It manages $12 billion … darwin fencing contractors