Uhlmann Investment Management, L.L.C.

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Client assets under management

$261,267,969

Clients

456

50% high-net worth

Advisors

of 14 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$572,956

Client services

Portfolio management Selection of other advisers

Main office location

Uhlmann Investment Management, L.L.C.

5202 Old Orchard Road, Suite 250

Skokie IL 60077, United States

Number of offices

Most active in

Alaska · Arizona

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 312-264-4400

Advisors at this firm

Terry F

Series 63

Skokie, IL

Uhlmann Investment Management, L.L.C.

Matthew B

Series 63, Series 65, Series 66

Skokie, IL

Uhlmann Investment Management, L.L.C.

Maureen M

Series 63, Series 65

Castle Pines, CO

Uhlmann Investment Management, L.L.C.

Thomas L

Series 66

Jacksonville, FL

Uhlmann Investment Management, L.L.C.

Lawrence D

Series 63, Series 65

Skokie, IL

Uhlmann Investment Management, L.L.C.

William L

CFP®, Series 63

Skokie, IL

Uhlmann Investment Management, L.L.C.

Michael D

Series 66

Skokie, IL

Uhlmann Investment Management, L.L.C.

Michael D

Series 63, Series 65

Skokie, IL

Uhlmann Investment Management, L.L.C.

Alan K

Series 63, Series 65

Skokie, IL

Uhlmann Investment Management, L.L.C.

Vernon A

Series 63, Series 65

Skokie, IL

Uhlmann Investment Management, L.L.C.

Gordon F

Series 63, Series 65

Skokie, IL

Uhlmann Investment Management, L.L.C.

James K

Series 63, Series 65

Skokie, IL

Uhlmann Investment Management, L.L.C.

James B

Series 66

Chicago, IL

Uhlmann Investment Management, L.L.C.

Michael H

Series 63, Series 66

Skokie, IL

Uhlmann Investment Management, L.L.C.

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