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UNIPLAN INVESTMENT COUNSEL, INC.
Tel: 262-534-3000
839 N Jefferson St. Suite 502
Milwaukee, Wisconsin 53202
UNIPLAN INVESTMENT COUNSEL, INC.
UNIPLAN INVESTMENT COUNSEL, INC. is a Milwaukee, Wisconsin based financial advisory firm with nearly $1,386,300,000 in assets under management and provides investment advisory services for 3496 clients. There are currently 12 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Other (CONSTRUCTION OF MODEL INVESTMENT PORTFOLIOS FOR CLIENTS, INCLUDING BANKS AND OTHER INVESTMENT ADVISERS)
Fee Structure:
A percentage of AUM
Firm CRD#:
154718
SEC#:
801-71802
No. of Clients:
3496
Assets under Management
$1,386,300,000
No. of Advisors:
12
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