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Uniplan Investment Counsel, Inc.
Union Grove, Wisconsin
Uniplan Investment Counsel, Inc. is a highly regarded local investment advisory firm headquartered in Union Grove, WI, boasting two well-established offices. With a team of 11 dedicated professionals, the firm prides itself on providing exceptional investment advisory services to a diverse clientele. Nine of their employees specialize in offering comprehensive investment advice, ensuring that clients receive expert guidance tailored to their unique financial goals.
An impressive statistic that sets Uniplan Investment Counsel, Inc. apart from its peers is the average assets under management per investment advisor, which stands at ...see more
Assets Under Mgmt
$1.45B
Investment Professionals
9
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other: CONSTRUCTION OF MODEL INVESTMENT PORTFOLIOS FOR CLIENTS, INCLUDING BANKS AND OTHER INVESTMENT ADVISERS
Reviews for Uniplan Investment Counsel, Inc.
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