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 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

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

    Chief Operating OfficerCRD 3270586

Contacts

3 of 36
  • 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

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth