UNIPLAN INVESTMENT COUNSEL, INC.

Tel: 262-534-3000 839 N Jefferson St. Suite 502 Milwaukee, Wisconsin 53202

About UNIPLAN INVESTMENT COUNSEL, INC.

UNIPLAN INVESTMENT COUNSEL, INC. is a Milwaukee, Wisconsin based financial advisory firm with nearly $1,386,300,000 in assets under management and provides investment advisory services for 3496 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

154718

Firm SEC#:

801-71802

Assets Under Management:

$1,386,300,000

No. of Clients:

3496

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other (CONSTRUCTION OF MODEL INVESTMENT PORTFOLIOS FOR CLIENTS, INCLUDING BANKS AND OTHER INVESTMENT ADVISERS)

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