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Uhlmann Investment Management, L.l.c. CRD 118025
$273M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5202 Old Orchard Road Suite 250, Skokie, IL 60077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-06-12 |
| NY | RA | APPROVED | 2025-06-11 |
| NC | RA | APPROVED | 2022-12-02 |
| OR | RA | APPROVED | 2019-03-14 |
| WI | RA | APPROVED | 2018-05-14 |
| IL | RA | APPROVED | 2012-12-03 |
Branch Locations
5202 Old Orchard Road Suite 250, Skokie, IL 60077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uhlmann Price Securities | Chicago | IL | 11/2012 | Present |
| Uhlmann Investment Management | Chicago | IL | 11/2012 | Present |
Uhlmann Investment Management LLC, is Investment Related, 303 W Madison Street, Suite 1700, Chicago, IL, 60606, United States, Investment Advisor Services, Advisor, 11/23/2012, 5 hours per month, 1 hours per month during trading hours, Fee Based Compensation, UIM is owned by UP Securities to serve their advisory clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-10 |
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