Overview
Assets Under Management: $1.1 billion
Headquarters: MILWAUKEE, WI
Frequently Asked Questions
UNIPLAN INVESTMENT COUNSEL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154718), UNIPLAN INVESTMENT COUNSEL, INC. is subject to fiduciary duty under federal law.
UNIPLAN INVESTMENT COUNSEL, INC. is headquartered in MILWAUKEE, WI.
According to their SEC Form ADV, UNIPLAN INVESTMENT COUNSEL, INC. offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
UNIPLAN INVESTMENT COUNSEL, INC. manages $1.1 billion in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, UNIPLAN INVESTMENT COUNSEL, INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
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