Uhlmann Investment Management, L.L.C

Investment Advisor
in Skokie, IL

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About this Advisor

William Lillwitz is a certified financial planner who works in Skokie, Illinois who has 2 years of industry experience. Lillwitz currently works for Uhlmann Investment Management, L.L.C. Over the course of their career, Lillwitz has held roles at Tradestation Securities, Inc, Forest Securities, Inc, Avellino Financial Advisors, Inc and Uhlmann Price Securities, LLC. Lillwitz holds a Series 63 license, qualifying them as a securities agent, and is able to work in Arizona, Florida, Illinois, Indiana, Michigan, Missouri, Oregon and Texas. Uhlmann Investment Management, L.L.C is a company operating out of Skokie, IL. The firm has a total of 11 advisors. It has $164 million in assets among its 360 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 360 client accounts, 53% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Uhlmann Investment Management, L.L.C performs a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules depend on which services the firm provides the client. However, fees charged by Uhlmann Investment Management, L.L.C typically consist of asset-based fees.

Certifications and Registrations


Years Registered*

2 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


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


IL Average: 44
Total Number of Accounts


IL Average: 2,564
Average Account Size


IL Average: $2,603,165

Investment Advisory Services

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

William Lillwitz Work History

William has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Uhlmann Price Securities, LLC

2016 - 2019 (3 years)

Forest Securities, Inc

2016 - 2021 (5 years)

Avellino Financial Advisors, Inc

2013 - 2016 (3 years)

Tradestation Securities, Inc

*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.


Please visit the SEC profile of William Lillwitz 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
Glenn Schwalje
Skokie, IL
James Kozak
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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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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