Investment adviser · CRD 154718
UNIPLAN INVESTMENT COUNSEL, INC.
Investment adviser filing (IA)
MILWAUKEE, WI, United States · Form ADV filed May 15, 2026
- Regulatory AUM
- $330M Form ADV · Item 5.F
- Client accounts
- 437 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 405 | $230,947,738 | 69.9% |
| Retirement plans | 7 | $72,114,307 | 21.8% |
| Corporations & businesses | 17 | $20,229,730 | 6.1% |
| Charities | 8 | $7,168,621 | 2.2% |
Filing source
Form ADV 2103272 · May 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: May 15, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
839 N JEFFERSON ST., SUITE 502MILWAUKEE, WI, 53202, United States
CRD 154718
Filing source
Form ADV 2103272 · May 15, 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.