Glenn
Schwalje
Uhlmann Investment Management, L.L.C
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Uhlmann Investment Management, L.L.C Brokerage Details
$163,831,457
11
360
$455,087
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.*
Uhlmann Price Securities, LLC
Uhlmann Investment Management, LLC
Oyster Consulting LLC
Realto Securities, LLC
Milliman Investment Management Services LLC
Stone Wheel Inc
World Equity Group, Inc
Mps Loria Financial Planners LLC
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
Skokie, IL
Mill Valley, CA
Skokie, IL
Skokie, IL
Skokie, IL
Skokie, IL
Skokie, IL
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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