UNIPLAN REAL ESTATE ADVISORS, INC.
CRD #105949 SEC #801-24133 UNION GROVE, WI 262-534-3000
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
11
Clients
--
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $0 | $0 | $0 | 11 | 0 |
| Mar 2019 | $0 | $0 | $0 | 11 | 0 |
| Mar 2018 | $0 | $0 | $0 | 11 | 0 |
| Mar 2018 | $0 | $0 | $0 | 11 | 0 |
| Mar 2017 | $0 | $0 | $0 | 1 | 3,100 |
| Mar 2017 | $1.9B | $1.6B | $388.7M | 1 | 3,100 |
| Mar 2016 | $2B | $1.4B | $586.8M | 1 | 3,200 |
| Mar 2015 | $2B | $1.4B | $597.2M | 1 | 3,400 |
| Mar 2014 | $1.6B | $1.1B | $464.2M | 1 | 3,300 |
| Aug 2013 | $965M | $965M | $0 | 14 | 1,000 |
| Mar 2013 | $965M | $965M | $0 | 14 | 1,000 |
| Nov 2012 | $132M | $132M | $0 | 9 | 1,000 |
| Aug 2012 | $132M | $132M | $0 | 1 | 1,000 |
| Mar 2012 | $132M | $132M | $0 | 1 | 1,000 |
| Feb 2012 | $132M | $132M | $0 | 1 | 1,000 |
| Jan 2012 | $132M | $132M | $0 | 1 | 1,000 |
| Jul 2011 | $435M | $435M | $0 | 5 | -- |
| Jul 2011 | $435M | $435M | $0 | 5 | -- |
| Apr 2011 | $435M | $435M | $0 | 5 | -- |
| Mar 2011 | $435M | $435M | $0 | 5 | -- |
| Sep 2010 | $336M | $336M | $0 | 5 | -- |
| Aug 2010 | $336M | $336M | $0 | 5 | -- |
| Mar 2010 | $336M | $336M | $0 | 5 | -- |
| Mar 2009 | $435M | $435M | $0 | 5 | -- |
| Mar 2008 | $646M | $646M | $0 | 5 | -- |
| Mar 2007 | $535M | $535M | $0 | 5 | -- |
| Aug 2004 | $150M | $150M | $0 | 5 | -- |
| Mar 2004 | $150M | $150M | $0 | 5 | -- |
| Mar 2004 | $150M | $150M | $0 | 5 | -- |
| Nov 2003 | $102.5M | $102.5M | $0 | 5 | -- |
| Mar 2002 | $109.3M | $109.3M | $0 | 5 | -- |
| Oct 2001 | $79.3M | $79.3M | $0 | 5 | -- |
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients3,100
DateMar 2017
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$388.7M
Employees1
Clients3,100
DateMar 2016
Total AUM$2B
Discretionary$1.4B
Non-Disc.$586.8M
Employees1
Clients3,200
DateMar 2015
Total AUM$2B
Discretionary$1.4B
Non-Disc.$597.2M
Employees1
Clients3,400
DateMar 2014
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$464.2M
Employees1
Clients3,300
DateAug 2013
Total AUM$965M
Discretionary$965M
Non-Disc.$0
Employees14
Clients1,000
DateMar 2013
Total AUM$965M
Discretionary$965M
Non-Disc.$0
Employees14
Clients1,000
DateNov 2012
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees9
Clients1,000
DateAug 2012
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees1
Clients1,000
DateMar 2012
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees1
Clients1,000
DateFeb 2012
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees1
Clients1,000
DateJan 2012
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees1
Clients1,000
DateJul 2011
Total AUM$435M
Discretionary$435M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$435M
Discretionary$435M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$435M
Discretionary$435M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$435M
Discretionary$435M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$336M
Discretionary$336M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$336M
Discretionary$336M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$336M
Discretionary$336M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$435M
Discretionary$435M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$646M
Discretionary$646M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$535M
Discretionary$535M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$79.3M
Discretionary$79.3M
Non-Disc.$0
Employees5
Clients--