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Home > Retirement Planners > illinois > skokie > UHLMANN INVESTMENT MANAGEMENT, L.L.C.
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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