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James Dana Baer

UHLMANN INVESTMENT MANAGEMENT, L.L.C.·SKOKIE, Illinois
Unclaimed Profile
5202 OLD ORCHARD ROAD, SKOKIE, IL 60077CRD# 9936Firm CRD# 118025
01

About

James Dana Baer is a registered financial advisor based in SKOKIE, Illinois, affiliated with UHLMANN INVESTMENT MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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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# 9936
Firm CRD# 118025
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Dana Baer offer?
James Dana Baer specializes in Investment Management, Fee-Only Advisory. Contact their office in SKOKIE, Illinois for a consultation.
What are James Dana Baer's credentials?
James Dana Baer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Dana Baer located?
James Dana Baer is based in SKOKIE, Illinois, working with UHLMANN INVESTMENT MANAGEMENT, L.L.C.. Their office serves clients in the SKOKIE metropolitan area and surrounding communities.
How does James Dana Baer charge for services?
James Dana Baer'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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Michael A. Goldberg — MILLER CAPITAL ADVISORY, INC.John Neutzling — MILLER CAPITAL ADVISORY, INC.Aron Harland Routman — ROUTMAN ASSET MANAGEMENTRobert Alan Leon — HARBOUR FINANCIAL RESOURCES, LTDAndrew R. Miller — MILLER CAPITAL ADVISORY, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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