UNIPLAN INSTITUTIONAL ADVISORS LLC
CRD #314367 SEC #801-121382 MILWAUKEE, WI 262-534-3000
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
12
Clients
--
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $0 | $0 | $0 | 12 | 0 |
| Feb 2024 | $0 | $0 | $0 | 12 | 0 |
| Oct 2023 | $0 | $0 | $0 | 11 | 0 |
| Jun 2023 | $0 | $0 | $0 | 11 | 0 |
| Mar 2023 | $0 | $0 | $0 | 11 | 0 |
| Mar 2022 | $0 | $0 | $0 | 13 | 0 |
| Mar 2022 | $0 | $0 | $0 | 13 | 0 |
| Jun 2021 | $0 | $0 | $0 | 12 | 0 |
| May 2021 | $0 | $0 | $0 | 12 | 0 |
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0