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 has been SEC-registered since 1997. Ownership is identified as a mix of domestic entity and individual ownership. The firm is classified as unclassified in the source dataset. The firm's profile indicates several negative flags about what it does not do: it is not listed as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, is not a pension consultant, and is not reported as a related adviser. The dataset used for this profile does not provide line-item detail on client segments, fee schedules, core business activities, or advisory offerings.

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