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UHLMANN INVESTMENT MANAGEMENT, L.L.C.

Advisory

N·SKOKIE, IL

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$273M
1-Year AUM Growth
+1.9%
3-Year CAGR
+15.0%
Employees
9
Assets Under Management
Total AUM$273M
Discretionary AUM$233M
Non-Discretionary AUM$40M
Discretionary %85.2%
Total Clients457
Team
Total Employees9
Investment Advisers11
Employee Growth (1Y)—
Filing History
Total Filings on Record34
First FilingSep 25, 2014
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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