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Building 2UNIPLAN INVESTMENT COUNSEL, INC.

Map pinMILWAUKEE, WI
Phone262-534-3000
NotebookSEC #801-71802
Total AUM
$330.5M
Employees
11
Clients
437

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
839 N JEFFERSON ST.
SUITE 502
MILWAUKEE
WI 53202
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
262-534-3000
Other Offices
5

ReceiptFinancials

Total AUM
$330.5M
Accounts
437
Discretionary
$330.5M
Accounts
437
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
405
AUM
$230.9M
Pension/Profit Sharing Plan Clients
7
AUM
$72.1M
Charitable Organization Clients
8
AUM
$7.2M
Corporation or Business Clients
17
AUM
$20.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSTRUCTION OF MODEL INVESTMENT PORTFOLIOS FOR CLIENTS, INCLUDING BANKS AND OTHER INVESTMENT ADVISERS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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

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