$119.5M Total AUM
$83.3M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-2009
- Office Locations
- 1
Office Locations
125 South Wacker Drive Suite 300 Chicago IL
About Yunistone Investment Group, LLC
Yunistone is an independent Chicago-based RIA providing investment management and consulting for high-net-worth and institutional clients. Portfolios are implemented primarily with public funds, including mutual funds and ETFs. The firm custodies client accounts at Charles Schwab.
Team overview
-- AVG AGE
$119.5M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
KEVIN YIPING YU
Chief Compliance Officer, Principal
- CRD
- #5105717
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,266,794 | $1,699,322 |
| Non-Discretionary | $36,235,728 | $2,131,513 |
| Total | $119,502,522 | $1,810,644 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing