Overview
Assets Under Management: $1.1 billion
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 11
Average Client Assets: $58 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.70
Average High-Net-Worth Client Assets: $58 million
Total Client Accounts: 2,483
Discretionary Accounts: 691
Non-Discretionary Accounts: 1,792
Regulatory Filings
CRD Number: 154718
Filing ID: 1946944
Last Filing Date: 2025-03-19 17:34:00
Website: https://uniplanic.com