Uhlmann Investment Management, LLC

Uhlmann Investment Management, LLC (CRD# 118025) is a financial advisory firm headquartered in Skokie, IL. They manage $237,137,778 in 430 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5202 Old Orchard Road, Suite 250, Skokie, IL 60077
https://www.upsecurities.com
By the Numbers
  • Total Assets Under Management
    237
    MILLION
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $551,483
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Uhlmann Investment Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Vernon Armour, financial advisor Skokie IL
Vernon K. Armour
CRD#: 2183439
5202 Old Orchard Road, Suite 250, Skokie, IL 60077

Vernon Armour (CRD# 2183439) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Skokie, IL and has over 32 years of experience in the finance industry.

2
James Baer, financial advisor Chicago IL
James D. Baer
CRD#: 9936
141 W. Jackson Blvd., Suite 1340a, Chicago, IL 60604

James Baer (CRD# 9936) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Chicago, IL and has over 23 years of experience in the finance industry.

3
Michael Dillon, financial advisor Skokie IL
Michael C. Dillon
CRD#: 2028225
5202 Old Orchard Road, Suite 250, Skokie, IL 60077

Michael Dillon (CRD# 2028225) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Skokie, IL and has over 32 years of experience in the finance industry.

4
Lawrence Doody, financial advisor Skokie IL
Lawrence M. Doody
CRD#: 1634742
5202 Old Orchard Road, Suite 250, Skokie, IL 60077

Lawrence Doody (CRD# 1634742) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Skokie, IL and has over 37 years of experience in the finance industry.

5
Gordon Fallone, financial advisor Mill Valley CA
Gordon E. Fallone
CRD#: 1767760
Mill Valley, CA

Gordon Fallone (CRD# 1767760) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Mill Valley, CA and has over 36 years of experience in the finance industry.

6
Terry Finkel, financial advisor Skokie IL
Terry M. Finkel
CRD#: 1453583
5202 Old Orchard Road, Suite 250, Skokie, IL 60077

Terry Finkel (CRD# 1453583) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Skokie, IL and has over 38 years of experience in the finance industry.

7
Michael Herrmann, financial advisor Skokie IL
Michael D. Herrmann
CRD#: 1567267
5202 Old Orchard Road, Suite 250, Skokie, IL 60077

Michael Herrmann (CRD# 1567267) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Skokie, IL and has over 37 years of experience in the finance industry.

8
Alan Konn, financial advisor Skokie IL
Alan R. Konn
CRD#: 1406973
5202 Old Orchard Road, Suite 250, Skokie, IL 60077

Alan Konn (CRD# 1406973) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Skokie, IL and has over 38 years of experience in the finance industry.

9
James Kozak, financial advisor Skokie IL
James P. Kozak
CRD#: 2237880
5202 Old Orchard Road, Suite 250, Skokie, IL 60077

James Kozak (CRD# 2237880) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Skokie, IL and has over 31 years of experience in the finance industry.

10
William Lillwitz, financial advisor Skokie IL
William J. Lillwitz
CRD#: 1255042
5202 Old Orchard Road, Suite 250, Skokie, IL 60077

William Lillwitz (CRD# 1255042) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Skokie, IL and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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