Wynstone Investment Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 164092
- Website
- www.dnb.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wynstone Investment Advisors, LLC is an independent registered investment advisor that operates as a limited liability company. The firm primarily caters to individual and family clients, providing financial planning services and portfolio management tailored to the needs of individuals and small businesses. Wynstone Investment Advisors does not engage in capital allocation and is not classified as a multi-state adviser. The firm operates under a fee structure based on a percentage of assets under management, which aligns its interests with those of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Investment Grade Corp Bonds17%
- Cash & Cash Equivalents5%
- US Government Bonds3%
Contacts
1 of 1Keith Schoepke
PresidentCRD 1967197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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