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YUNISTONE INVESTMENT GROUP, LLC

CHICAGO, IL · CRD 149728 · IAPD ↗ · yunistone.com · 312-809-5038

$119.5MRegulatory AUM
1Advisory reps
1Employees
14Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — YUNISTONE INVESTMENT GROUP, LLC (CHICAGO, IL) is newly SEC-registered with $103.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.