UHLMANN PRICE SECURITIES, LLC
Firm details
- Headquarters
- SKOKIE, Illinois
- CRD number
- 42854
- Registered since
- July 24, 1997
- Website
- www.upsecurities.com
Firm profile
FINTRXOverview
Uhlmann Price Securities, LLC is organized as a limited liability company and is listed as an SEC-registered adviser since 1997. FINTRX classifies the firm as "Unclassified" and identifies the owner type as a combination of a domestic entity and an individual. The snapshot flags the firm as not acting as a capital allocator and not an active ESG investor; it is also not marked as a multi-state adviser, a pension consultant, or a related adviser. The firm has not supplied descriptive information about its advisory activities, investment preferences, or client segments in the dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1CINDY KELLY
Chief Operating OfficerCRD 3270586
Contacts
3 of 36ROBIN BRINCKERHOFF
PartnerCRD 5886950
JERRY MCENTEE
Senior DirectorCRD 4761473
MAUREEN MACKOWSKI
Registered RepresentativeCRD 867207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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