Uniplan Investment Counsel, Inc.
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 154718
- Registered since
- September 16, 2010
- Website
- uniplanic.com
- Custodians
- UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals69.89%
- Pension & Profit Sharing Plans21.82%
- Corporations / Businesses6.12%
- Charitable Organizations2.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Uniplan Investment Counsel, Inc. is an institutional registered investment adviser that has been SEC-registered since 2010. The firm is owned by an individual and bills clients on a percentage-of-assets basis while providing discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutions. Its client base spans individual and family clients as well as institutional accounts. The firm identifies as an active ESG investor, indicating environmental, social, and governance factors play a role in security selection or portfolio construction.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents2%
- Public Funds/Mutual Funds1%
Owners & executives
3 of 4Kris Jamison
President, CEOCRD 2566049
Richard Imperiale
Founder, Chairman, & CIOCRD 1121650
Mary Jacobson
Chief Compliance OfficerCRD 6469259
Contacts
1 of 1Emily Imperiale
Junior Research AnalystCRD 8233539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$30.2M in ETFs
94%
$28.5M
6%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $26.4M | 523,452 | 87.15% |
Location
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 839 N Jefferson St
- Time zone
- CT (UTC-6)
- Office locations
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