UHLMANN INVESTMENT MANAGEMENT, L.L.C.

5202 Old Orchard Road
Suite 250
Skokie, Illinois 60077
Tel: 312-264-4400

About UHLMANN INVESTMENT MANAGEMENT, L.L.C.

UHLMANN INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as UHLMANN INVESTMENT MANAGEMENT, LLC. The firm was established in 05/07/2018. They have over 2 offices throughout the country.

UHLMANN INVESTMENT MANAGEMENT, L.L.C. is a Skokie, Illinois based Financial Planning firm with nearly $237,137,778 assets under management, offering retirement planning & investment advisory services to 430 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118025
SEC#	801-113188
Assets Managed by Firm	$237,137,778
No. of Clients	430
No. of Advisors	11

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	430	$237,137,778
Individuals (other than high net worth individuals)	209	$42,256,742
High net worth individuals	204	$173,088,006
Pension and profit sharing plans	14	$12,923,349
Charitable organizations	Fewer than 5 clients	$7,964,092
Corporations or other businesses	Fewer than 5 clients	$905,589

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