UNIPLAN INVESTMENT COUNSEL, INC.
CRD #154718 SEC #801-71802 MILWAUKEE, WI 262-534-3000
SEC Registered
Total AUM
$1.1B
Discretionary
$443M
Employees
12
Clients
--
Accounts
2,483
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $443M | $681M | 12 | 0 |
| May 2024 | $1.4B | $606.9M | $779.4M | 12 | 0 |
| Feb 2024 | $1.4B | $606.9M | $779.4M | 12 | 0 |
| Oct 2023 | $1.5B | $628.7M | $821.6M | 11 | 0 |
| Mar 2023 | $1.5B | $628.7M | $821.6M | 11 | 0 |
| Mar 2023 | $1.5B | $628.7M | $821.6M | 11 | 0 |
| Mar 2022 | $1.9B | $863.7M | $1B | 13 | 0 |
| Mar 2022 | $1.9B | $863.7M | $1B | 13 | 0 |
| Jun 2021 | $1.6B | $665.5M | $890M | 12 | 0 |
| Mar 2021 | $1.6B | $665.5M | $890M | 12 | 0 |
| Mar 2021 | $1.6B | $665.5M | $890M | 12 | 0 |
| Jun 2020 | $1.8B | $733.3M | $1B | 11 | 0 |
| Mar 2020 | $1.8B | $733.3M | $1B | 11 | 0 |
| Mar 2019 | $1.6B | $949M | $671.9M | 11 | 0 |
| Mar 2018 | $2.5B | $1.9B | $606.1M | 11 | 0 |
| Mar 2017 | $2.4B | $1.8B | $574.3M | 10 | 2,800 |
| Mar 2017 | $998.6M | $806.2M | $192.4M | 10 | 2,800 |
| Mar 2016 | $1.1B | $865.7M | $191.4M | 10 | 2,900 |
| Mar 2015 | $1.3B | $1B | $231.6M | 9 | 3,300 |
| Mar 2014 | $1.2B | $945.7M | $214.6M | 15 | 3,100 |
| Aug 2013 | $1.4B | $1.4B | $0 | 14 | 1,600 |
| Mar 2013 | $1.4B | $1.4B | $0 | 14 | 1,600 |
| Nov 2012 | $582M | $582M | $0 | 9 | 1,600 |
| Aug 2012 | $582M | $582M | $0 | 1 | 1,600 |
| Mar 2012 | $582M | $582M | $0 | 1 | 1,600 |
| Feb 2012 | $582M | $582M | $0 | 1 | 1,600 |
| Jan 2012 | $582M | $582M | $0 | 1 | 1,600 |
| Jul 2011 | $385.3M | $73.3M | $312M | 5 | -- |
| Apr 2011 | $385.3M | $73.3M | $312M | 5 | -- |
| Mar 2011 | $385.3M | $73.3M | $312M | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$443M
Non-Disc.$681M
Employees12
Clients0
DateMay 2024
Total AUM$1.4B
Discretionary$606.9M
Non-Disc.$779.4M
Employees12
Clients0
DateFeb 2024
Total AUM$1.4B
Discretionary$606.9M
Non-Disc.$779.4M
Employees12
Clients0
DateOct 2023
Total AUM$1.5B
Discretionary$628.7M
Non-Disc.$821.6M
Employees11
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$628.7M
Non-Disc.$821.6M
Employees11
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$628.7M
Non-Disc.$821.6M
Employees11
Clients0
DateMar 2022
Total AUM$1.9B
Discretionary$863.7M
Non-Disc.$1B
Employees13
Clients0
DateMar 2022
Total AUM$1.9B
Discretionary$863.7M
Non-Disc.$1B
Employees13
Clients0
DateJun 2021
Total AUM$1.6B
Discretionary$665.5M
Non-Disc.$890M
Employees12
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$665.5M
Non-Disc.$890M
Employees12
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$665.5M
Non-Disc.$890M
Employees12
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$733.3M
Non-Disc.$1B
Employees11
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$733.3M
Non-Disc.$1B
Employees11
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$949M
Non-Disc.$671.9M
Employees11
Clients0
DateMar 2018
Total AUM$2.5B
Discretionary$1.9B
Non-Disc.$606.1M
Employees11
Clients0
DateMar 2017
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$574.3M
Employees10
Clients2,800
DateMar 2017
Total AUM$998.6M
Discretionary$806.2M
Non-Disc.$192.4M
Employees10
Clients2,800
DateMar 2016
Total AUM$1.1B
Discretionary$865.7M
Non-Disc.$191.4M
Employees10
Clients2,900
DateMar 2015
Total AUM$1.3B
Discretionary$1B
Non-Disc.$231.6M
Employees9
Clients3,300
DateMar 2014
Total AUM$1.2B
Discretionary$945.7M
Non-Disc.$214.6M
Employees15
Clients3,100
DateAug 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients1,600
DateMar 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients1,600
DateNov 2012
Total AUM$582M
Discretionary$582M
Non-Disc.$0
Employees9
Clients1,600
DateAug 2012
Total AUM$582M
Discretionary$582M
Non-Disc.$0
Employees1
Clients1,600
DateMar 2012
Total AUM$582M
Discretionary$582M
Non-Disc.$0
Employees1
Clients1,600
DateFeb 2012
Total AUM$582M
Discretionary$582M
Non-Disc.$0
Employees1
Clients1,600
DateJan 2012
Total AUM$582M
Discretionary$582M
Non-Disc.$0
Employees1
Clients1,600
DateJul 2011
Total AUM$385.3M
Discretionary$73.3M
Non-Disc.$312M
Employees5
Clients--
DateApr 2011
Total AUM$385.3M
Discretionary$73.3M
Non-Disc.$312M
Employees5
Clients--
DateMar 2011
Total AUM$385.3M
Discretionary$73.3M
Non-Disc.$312M
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--