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Cindy Marie Kelly

UHLMANN INVESTMENT MANAGEMENT, LLC·CHICAGO, Illinois
Unclaimed Profile
141 W. JACKSON, CHICAGO, IL 60604CRD# 3270586Firm CRD# 118025
01

About

Cindy Marie Kelly is a registered financial advisor based in CHICAGO, Illinois, affiliated with UHLMANN INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
UHLMANN INVESTMENT MANAGEMENT, L.L.C.
UHLMANN INVESTMENT MANAGEMENT, L.L.C.
AUM
$237M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at UHLMANN INVESTMENT MANAGEMENT, L.L.C. →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3270586
Firm CRD# 118025
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cindy Marie Kelly offer?
Cindy Marie Kelly specializes in Investment Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.
What are Cindy Marie Kelly's credentials?
Cindy Marie Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cindy Marie Kelly located?
Cindy Marie Kelly is based in CHICAGO, Illinois, working with UHLMANN INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Cindy Marie Kelly charge for services?
Cindy Marie Kelly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UHLMANN INVESTMENT MANAGEMENT, LLC?
UHLMANN INVESTMENT MANAGEMENT, LLC has approximately 11 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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