Patrick
Lauderdale

Uhlmann Investment Management, L.L.C

CRD#2299611
Investment Advisor
in Skokie, IL

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About this Advisor

Patrick Lauderdale is a financial advisor operating out of Skokie, Illinois who has 4 years of industry experience. Lauderdale is an advisor for Uhlmann Investment Management, L.L.C. During their career, the advisor has held roles at William Blair & Co LLC and Uhlmann Price Securities, LLC. Lauderdale holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California, Florida, Illinois, Michigan and Minnesota. Uhlmann Investment Management, L.L.C is a company based in Skokie, IL. It has a total of 11 financial advisors. It administers $164 million in total assets between its 360 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 360 client accounts, 53% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business provides a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. However, fee types charged by Uhlmann Investment Management, L.L.C typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

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

Patrick Lauderdale Work History

Patrick has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Uhlmann Price Securities, LLC

2010 - 2019 (9 years)

William Blair & Co 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 Patrick Lauderdale 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

James Kozak
Skokie, IL
Gordon Fallone
Mill Valley, CA
William Lillwitz
Skokie, IL
Glenn Schwalje
Skokie, IL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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