Glenn
Schwalje

Uhlmann Investment Management, L.L.C

CRD#2441501
Investment Advisor
in Skokie, IL

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About this Advisor

Glenn Schwalje is a financial advisor operating out of Skokie, Illinois who has 1 year of relevant experience. Schwalje is an advisor for Uhlmann Investment Management, L.L.C. Over the course of their career, Schwalje has held roles at Mps Loria Financial Planners LLC, Loria Financial Group LLC, Uhlmann Price Securities, LLC, Uhlmann Investment Management, LLC, Oyster Consulting LLC, Realto Securities, LLC, World Equity Group, Inc, Stone Wheel Inc and Milliman Investment Management Services LLC. Schwalje has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois. Uhlmann Investment Management, L.L.C is a financial advisory business operating out of Skokie, IL. The company has a total of 11 advisors. It handles $164 million in total assets across its 360 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 360 customer accounts, 53% are held by high-net-worth clients who have more than $1 million in assets. The business performs a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on which services are provided. However, fee types billed by Uhlmann Investment Management, L.L.C typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

5202 Old Orchard Road Suite 250
Skokie, IL 60077

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Uhlmann Investment Management, L.L.C Brokerage Details

Total Assets Under Management

$163,831,457

IL Average: $6,674,516,078
Total Number of Employees

11

IL Average: 44
Total Number of Accounts

360

IL Average: 2,564
Average Account Size

$455,087

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Glenn Schwalje Work History

Glenn has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Uhlmann Price Securities, LLC

2022 - Present (2 years)

Uhlmann Investment Management, LLC

2022 - Present (2 years)

Oyster Consulting LLC

2022 - Present (2 years)

Realto Securities, LLC

2022 - Present (2 years)

Milliman Investment Management Services LLC

2022 - 2022 (< 1 year)

Stone Wheel Inc

2018 - 2021 (3 years)

World Equity Group, Inc

2013 - 2016 (3 years)

Mps Loria Financial Planners LLC

2013 - 2016 (3 years)

Loria Financial Group LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Glenn Schwalje to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Uhlmann Investment Management, L.L.C

William Lillwitz
Skokie, IL
James Kozak
Skokie, IL
Glenn Schwalje
Skokie, IL
Gordon Fallone
Mill Valley, CA
Michael Dunne
Skokie, IL
Terry Finkel
Skokie, IL
Patrick Lauderdale
Skokie, IL
Lawrence Doody
Skokie, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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