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Uhlmann Investment Management, LLC

Headquartered in SKOKIE, IL

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Firm Information

Uhlmann Investment Management, LLC is an investment advisor registered with the SEC and based in Skokie, Illinois. The firm manages approximately $237 million in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth. They provide portfolio management services for both individuals and businesses and also offer selection of other advisors. The firm has 6 licensed agents and 9 investment advisor representatives.

Uhlmann Investment Management, LLC

5202 OLD ORCHARD ROAD

SKOKIE, IL 60077

$237.14M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

UHLMANN INVESTMENT MANAGEMENT, LLC has a total of 3 branch locations across the country.
location

SKOKIE, IL

location

Mill Valley, CA

location

CHICAGO, IL

Advisors at Uhlmann Investment Management, LLC

View All 8 Advisors
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Alan Robert Konn

RA

SKOKIE, IL

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Michael Coyle Dillon

RA

SKOKIE, IL

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James Patrick Kozak

RA

SKOKIE, IL

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Unclaimed
Gordon Eliot Fallone

RA

Mill Valley, CA

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Michael David Herrmann

RA

SKOKIE, IL

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Lawrence Michael Doody

RA

SKOKIE, IL

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Michael Fitzgerald Dunne

RA

SKOKIE, IL

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James Dana Baer

RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Uhlmann Investment Management, LLC.

Frequently Asked Questions (10)

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