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Denise Marie Poling

UHLMANN INVESTMENT MANAGEMENT, L.L.C.·CHICAGO, Illinois
Unclaimed Profile
303 WEST MADISON STREET, CHICAGO, IL 60606CRD# 2519433Firm CRD# 118025
01

About

Denise Marie Poling is a registered financial advisor based in CHICAGO, Illinois, affiliated with UHLMANN INVESTMENT MANAGEMENT, L.L.C.. 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# 2519433
Firm CRD# 118025
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Denise Marie Poling offer?
Denise Marie Poling specializes in Investment Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.
What are Denise Marie Poling's credentials?
Denise Marie Poling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Denise Marie Poling located?
Denise Marie Poling is based in CHICAGO, Illinois, working with UHLMANN INVESTMENT MANAGEMENT, L.L.C.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Denise Marie Poling charge for services?
Denise Marie Poling'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, L.L.C.?
UHLMANN INVESTMENT MANAGEMENT, L.L.C. 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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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