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Building 2UHLMANN INVESTMENT MANAGEMENT, L.L.C.

Map pinSKOKIE, IL
Phone312-264-4400
NotebookSEC #801-113188
Total AUM
$273.2M
Employees
11
Clients
458

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5202 OLD ORCHARD ROAD
SUITE 250
SKOKIE
IL 60077
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
312-264-4400
Other Offices
1

ReceiptFinancials

Total AUM
$273.2M
Accounts
460
Discretionary
$232.9M
Accounts
397
Non-Discretionary
$40.3M
Accounts
63

ContactClients

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Individual Clients
229
AUM
$23M
HNW Individual Clients
227
AUM
$238.3M
Charitable Organization Clients
1
AUM
$10.7M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOCTDCDEFLGAIAILINKSMAMIMNMONCNENJNVNYORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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