Uhlmann Investment Management, L.l.c.
Uhlmann Investment Management, L.l.c. is an SEC-registered mass-market adviser in Skokie, IL with $273.2M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Uhlmann Investment Management, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118025, SEC 801-113188, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $273.2M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Skokie, IL
- Employees
- 11
- Clients
- 456
- CRD
- 118025
- Ownership
- SCOTT, TERRENCE, ANTHONY; Schwalje, Glenn, Scott; DUNNE, MICHAEL, FITZGERALD; BAER, JAMES, DANA; UHLMANN PRICE SECURITIES, LLC
How much AUM does Uhlmann Investment Management, L.l.c. have?
Uhlmann Investment Management, L.l.c. reported $273.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Uhlmann Investment Management, L.l.c.?
Disclosed owners and executives of Uhlmann Investment Management, L.l.c. include SCOTT, TERRENCE, ANTHONY, Schwalje, Glenn, Scott, DUNNE, MICHAEL, FITZGERALD, BAER, JAMES, DANA, UHLMANN PRICE SECURITIES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.