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
No Advisor Found.

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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