Uhlmann Price Securities Revenue
Financial Services • 
Chicago, Illinois, United States • 21-50 Employees
Uhlmann Price Securities revenue & valuation
| Annual revenue | $20,200,000 |
| Revenue per employee | $879,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $64,700,000 |
| Total funding | No funding |
Key Contacts at Uhlmann Price Securities
Jerry Mcentee
Senior Director - Institutional Sales Alternative Investments
Michael Dunne
Director Of Business Development
Company overview
| Headquarters | 200 South Wacker Drive, Suite 2650, Chicago, Illinois 60606, US |
| Phone number | +18004447075 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Asset Allocation, Retirement Planning, Estate Planning, Traditional And Alternative Investments, Sipc, Diversified Portfolio Management, Fee-Based & Commission-Based Accounts, Members Finra |
| Founded | 1997 |
| Employees | 21-50 |
| Socials |
Uhlmann Price Securities Email Formats
Uhlmann Price Securities uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@upsecurities.com), used 69.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@upsecurities.com | 69.2% |
{first name}{last name} | johndoe@upsecurities.com | 15.4% |
{last name}{last name} | doedoe@upsecurities.com | 15.4% |
About Uhlmann Price Securities
Headquartered in Chicago, Uhlmann Price Securities is a full service, privately owned brokerage firm. Our elite team of financial consultants design and maintain broadly diversified portfolios for high net-worth individuals and institutions utilizing traditional and alternative investments. We are proud of our position as an independent FINRA member firm. The firm has over 100 years of combined experience in portfolio management. Through our unique expertise, where appropriate, we may select investments whose performance traditionally has had low correlation with stocks and bonds. Blended with traditional portfolios, this can enhance overall portfolio returns while simultaneously reducing volatility. We are an employee-owned, private company funded with our own capital. We are focused on creating solid, long-term growth for our clients and have no incentives to maximize short-term profits. With our own money on the line, we constantly strive to act in the most financially prudent way. Our firm has no debt, uses no leverage and conducts no proprietary trading. Our clients’ success ensures our success. Our Corporate Pledge: Out clients' trust and interest will always come first. Ethical conduct and integrity will not be compromised.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Uhlmann Price Securities has 15 employees across 4 departments.
Departments
Number of employees
Funding Data
Uhlmann Price Securities has never raised funding before.
Uhlmann Price Securities Tech Stack
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