Unclaimed Profile

James Dana Baer

UHLMANN INVESTMENT MANAGEMENT, L.L.C.·SKOKIE, Illinois

Clean recordUHLMANN INVESTMENT MANAGEMENT, L.L.C.

5202 OLD ORCHARD ROAD, SKOKIE, IL 60077CRD# 9936Firm CRD# 118025

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Dana Baer · SKOKIE, IL

Registration

CRD #9936 · UHLMANN INVESTMENT MANAGEMENT, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

AUM

$237M

Regulatory assets under management

Employees

Total firm employees

View all advisors at UHLMANN INVESTMENT MANAGEMENT, L.L.C. →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 9936

Firm CRD# 118025

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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