Uhlmann Price Securities, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
37
Avg account
$0

Firm details

Headquarters
Skokie, Illinois
CRD number
42854
Registered since
July 24, 1997

Firm profile

FINTRX

Overview

Uhlmann Price Securities, LLC is organized as a limited liability company and shows SEC registration dating back to 1997. The firm is privately owned (the snapshot lists owner type as domestic entity and individual) and is classified in the dataset as unclassified, with limited public detail about its advisory offerings or client segments. The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor. Additional snapshot flags note that it is not recorded as a multi-state adviser, not newly formed, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Cindy Kelly

    Cindy Kelly

    Chief Operating OfficerCRD 3270586

Contacts

3 of 36
  • Robin Brinckerhoff

    Robin Brinckerhoff

    PartnerCRD 5886950

  • Jerry Mcentee

    Senior DirectorCRD 4761473

  • Maureen Mackowski

    Registered RepresentativeCRD 867207

Unlock 33 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Skokie, IL

Cook

Location

Skokie, IL

Headquartered in Skokie, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
5202 Old Orchard Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth