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Home > Retirement Planners > wisconsin > milwaukee > UNIPLAN INVESTMENT COUNSEL, INC.
UNIPLAN INVESTMENT COUNSEL, INC.
839 N Jefferson St.
Suite 502
Milwaukee, Wisconsin 53202
Tel: 262-534-3000
About UNIPLAN INVESTMENT COUNSEL, INC.
UNIPLAN INVESTMENT COUNSEL, INC, formally registered with the SEC as UNIPLAN INVESTMENT COUNSEL, INC. The firm was established in 09/16/2010. They have over 2 offices throughout the country.
UNIPLAN INVESTMENT COUNSEL, INC. is a Milwaukee, Wisconsin based Financial Planning firm with nearly $1,386,300,000 assets under management, offering retirement planning & investment advisory services to 3496 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154718 |
| SEC# | 801-71802 |
| Assets Managed by Firm | $1,386,300,000 |
| No. of Clients | 3496 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (CONSTRUCTION OF MODEL INVESTMENT PORTFOLIOS FOR CLIENTS, INCLUDING BANKS AND OTHER INVESTMENT ADVISERS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3496 | $1,386,300,000 |
| Individuals (other than high net worth individuals) | 3259 | $916,800,000 |
| Pension and profit sharing plans | 54 | $325,300,000 |
| Charitable organizations | 65 | $46,800,000 |
| Other investment advisers | 6 | $5,800,000 |
| Corporations or other businesses | 100 | $73,000,000 |
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