Uniplan Investment Counsel, Inc.

Uniplan Investment Counsel, Inc. (CRD# 154718) is a financial advisory firm headquartered in Milwaukee, WI. They manage $1,386,300,000 in 3,496 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,386
    MILLION
  • Total Number of Accounts
    3,496
    ACCOUNTS
  • Average Account Value
    $396,539
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Uniplan Investment Counsel, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Richard P. Imperiale
CRD#: 1121650
839 N Jefferson St., Suite 502, Milwaukee, WI 53202

Richard Imperiale (CRD# 1121650) is an Investment Advisor Representative working at Uniplan Investment Counsel, Inc. in Milwaukee, WI and has over 40 years of experience in the finance industry.

2
Kris H. Jamison
CRD#: 2566049
Camas, WA

Kris Jamison (CRD# 2566049) is an Investment Advisor Representative working at Uniplan Investment Counsel, Inc. in Camas, WA and has over 29 years of experience in the finance industry.

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