Uniplan Institutional Advisors LLC

CRD 314367SEC# 801-121382Milwaukee, WI

No longer SEC-registered. Uniplan Institutional Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.

Reg. AUM

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Employees

Accounts

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Location

Milwaukee, WI

Uniplan Institutional Advisors LLC assets under management

Uniplan Institutional Advisors LLC is a registered investment adviser overseen by the SEC based in Milwaukee, WI. It employs 11 people.

View on SEC.gov ↗

Uniplan Institutional Advisors LLC owners & executives

6 reported

Name	Title	Ownership	Since
James Thomas Werner Control	Chief Operating Officer And Vice President	Under 5%	2021
Kris Hunter Jamison Control	President And Chief Executive Officer	Under 5%	2021
Mary Beth Jacobson Control	Vice President, Secretary, Director Of Compliance And Reporting, Chief Compliance Officer	Under 5%	2021
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Frequently asked questions

How many employees does Uniplan Institutional Advisors LLC have?

Uniplan Institutional Advisors LLC reports 11 employees.

Where is Uniplan Institutional Advisors LLC located?

Uniplan Institutional Advisors LLC is based in Milwaukee, WI.

Does Uniplan Institutional Advisors LLC disclose fund performance?

Uniplan Institutional Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address	839 N Jefferson St., Suite 502, Milwaukee, WI 53202
Office hours	8:00 a.m. To 5:00 p.m.
Discloses disciplinary history	No

How this firm compares

EmployeesTop 38%

More than 62% of 16,825 advisers