UNIPLAN INVESTMENT COUNSEL, INC.

CRD 154718 · SEC 801-71802

Visit website

839 N JEFFERSON ST., SUITE 502, MILWAUKEE, WI, 53202, United States

Phone

262-534-3000

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$330.5M

Discretionary AUM

$330.5M

Team

11 total employees; 10 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-05-15

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)CONSTRUCTION OF MODEL INVESTMENT PORTFOLIOS FOR CLIENTS, INCLUDING BANKS AND OTHER INVESTMENT ADVISERS

Client types

Type	Clients	AUM
Individuals	405	$230.9M
Pension/profit sharing plans	7	$72.1M
Charitable organizations	8	$7.2M
Corporations/business entities	17	$20.2M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD