Investment adviser · CRD 314367

UNIPLAN INSTITUTIONAL ADVISORS LLC

Investment adviser filing (IA)

MILWAUKEE, WI, United States · Form ADV filed Mar 3, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
10
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 3, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

839 N JEFFERSON ST., SUITE 502
MILWAUKEE, WI, 53202, United States

CRD 314367

Filing source

Form ADV 2056504 · Mar 3, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.