W
$28.5M Total AUM
$26.9M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
13 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-17-2012
- Office Locations
- 1
Office Locations
-- Crystal Lake IL
About Wynstone Investment Advisors, Llc.
Wynstone Investment Advisors, Llc. is a Crystal Lake-based RIA. The firm has been operating for 13 years. Managing $28.5M in total assets under management, with 1 advisory representatives.
Team overview
57 AVG AGE
$28.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Owner & Executives
K
KEITH ALLEN SCHOEPKE
President, PRINCIPAL
- CRD
- #1967197
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,900,000 | -- |
| Non-Discretionary | $1,561,200 | -- |
| Total | $28,461,200 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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