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UHLMANN INVESTMENT MANAGEMENT, L.L.C.
CRD 118025 · SEC 801-113188
5202 OLD ORCHARD ROAD, SUITE 250, SKOKIE, IL, 60077, United States
Phone
312-264-4400
Fax
312-264-4401
Registration
— (—)
Source
State registered
Total AUM
$273.2M
Discretionary AUM
$232.9M
Team
11 total employees; 9 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 229 | $23.0M |
| High net worth individuals | 227 | $238.3M |
All web addresses on file
Official SEC filing: View on IAPD