UHLMANN INVESTMENT MANAGEMENT, L.L.C.

SKOKIE, Illinois·6 registered advisors·CRD# 118025

SEC# 801-1131881312-264-4400

01

Firm Overview

AUM

$237M

Regulatory assets under management

Employees

11

Total firm employees

Advisors

6

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at UHLMANN INVESTMENT MANAGEMENT, L.L.C.

6 registered advisors

Alan Robert Konn

SKOKIE, Illinois

Cindy Marie Kelly

CHICAGO, Illinois

Denise Marie Poling

CHICAGO, Illinois

James Dana Baer

SKOKIE, Illinois

Michael Fitzgerald Dunne

SKOKIE, Illinois

Terrence Anthony Scott

CHICAGO, Illinois

05

Office Locations

CHICAGO, Illinois

SKOKIE, Illinois

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Data sourced from SEC Form ADV filings. UHLMANN INVESTMENT MANAGEMENT, L.L.C. (CRD# 118025) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.