Insights

Independent & Prudent Uhlmann Price Securities is an employee-owned, fully independent firm that prioritizes long-term growth and financial prudence. Their no-debt, no-leverage approach minimizes risk and aligns their interests with clients, providing a compelling proposition for high-net-worth individuals seeking trustworthy financial management.

High Net-Worth Focus Specializing in managing diversified portfolios for high net-worth clients and institutions, the firm presents opportunities to offer premium investment solutions, alternative strategies, and tailored advisory services to clients demanding sophisticated financial products.

Growth Potential With an estimated revenue of $25 million to $50 million and leveraging over a century of combined experience, Uhlmann Price Securities is positioned for further expansion. Sales efforts can focus on expanding their portfolio offerings or integrating complementary financial technology to enhance client engagement.

Technology Stack & Innovation Utilizing modern tools like Google Analytics and WooCommerce, the firm shows openness to digital engagement and seamless client interactions. Opportunities exist to introduce advanced fintech solutions, cybersecurity enhancements, or digital advisory platforms aimed at high-net-worth clients.

Distinct Market Position As a privately owned, ethically committed firm with no proprietary trading, Uhlmann Price Securities differentiates itself from larger competitors. This positioning can be leveraged to develop tailored value-added services such as compliance consulting, risk management tools, or innovative investment products to attract similar clients.

Uhlmann Price Securities, LLC Tech Stack

Uhlmann Price Securities, LLC uses 8 technology products and services including WooCommerce, Twemoji, Google Fonts API, and more. Explore Uhlmann Price Securities, LLC's tech stack below.

  • WooCommerce
    E-commerce
  • Twemoji
    Font Scripts
  • Google Fonts API
    Font Scripts
  • Lightbox
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • HSTS
    Security
  • Google Analytics
    Web Analytics
  • Nginx
    Web Servers

Uhlmann Price Securities, LLC's Email Address Formats

Uhlmann Price Securities, LLC uses at least 1 format(s):
Uhlmann Price Securities, LLC Email FormatsExamplePercentage
FLast@upsecurities.comJDoe@upsecurities.com
80%
Last@upsecurities.comDoe@upsecurities.com
20%

Frequently Asked Questions

Where is Uhlmann Price Securities, LLC's headquarters located?

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Uhlmann Price Securities, LLC's main headquarters is located at 200 South Wacker Drive Suite 2650 Chicago, Illinois 60606 United States. The company has employees across 1 continents, including North America.

What is Uhlmann Price Securities, LLC's phone number?

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You can contact Uhlmann Price Securities, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Uhlmann Price Securities, LLC's official website and social media links?

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Uhlmann Price Securities, LLC's official website is upsecurities.com and has social profiles on LinkedIn.

What is Uhlmann Price Securities, LLC's SIC code NAICS code?

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Uhlmann Price Securities, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Uhlmann Price Securities, LLC have currently?

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As of April 2026, Uhlmann Price Securities, LLC has approximately 24 employees across 1 continents, including North America. Key team members include Chief Financial Officer: M. C.Managing Partner: G. G.Senior Vice President-Institutional Sales Alternative Investments: R. H.. Explore Uhlmann Price Securities, LLC's employee directory with LeadIQ.

What industry does Uhlmann Price Securities, LLC belong to?

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Uhlmann Price Securities, LLC operates in the Financial Services industry.

What technology does Uhlmann Price Securities, LLC use?

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Uhlmann Price Securities, LLC's tech stack includes WooCommerceTwemojiGoogle Fonts APILightboxjQuery MigrateHSTSGoogle AnalyticsNginx.

What is Uhlmann Price Securities, LLC's email format?

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Uhlmann Price Securities, LLC's email format typically follows the pattern of FLast@upsecurities.com. Find more Uhlmann Price Securities, LLC email formats with LeadIQ.

When was Uhlmann Price Securities, LLC founded?

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Uhlmann Price Securities, LLC was founded in 1997.

Uhlmann Price Securities, LLC

Financial ServicesIllinois, United States11-50 Employees

Headquartered in Chicago, Uhlmann Price Securities is a full service, privately owned brokerage firm. Our elite team of financial consultants design and maintain broadly diversified portfolios for high net-worth individuals and institutions utilizing traditional and alternative investments. We are proud of our position as an independent FINRA member firm.

The firm has over 100 years of combined experience in portfolio management. Through our unique expertise, where appropriate, we may select investments whose performance traditionally has had low correlation with stocks and bonds. Blended with traditional portfolios, this can enhance overall portfolio returns while simultaneously reducing volatility. 

We are an employee-owned, private company funded with our own capital. We are focused on creating solid, long-term growth for our clients and have no incentives to maximize short-term profits. With our own money on the line, we constantly strive to act in the most financially prudent way. Our firm has no debt, uses no leverage and conducts no proprietary trading. Our clients’ success ensures our success.

Our Corporate Pledge: 
Out clients' trust and interest will always come first. Ethical conduct and integrity will not be compromised.

Section iconCompany Overview

Headquarters
200 South Wacker Drive Suite 2650 Chicago, Illinois 60606 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Uhlmann Price Securities, LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Uhlmann Price Securities, LLC's revenue is estimated to be in the range of $25M$50M

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