Uniplan
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
839 N Jefferson St Ste 502, Milwaukee, W...Phone Number
(414) 615-2341Website
www.uniplanic.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
1
1
1
About Uniplan
Uniplan is a boutique investment firm founded in 1984 that specializes in providing diversified portfolio strategies primarily for wealthy individuals, small companies, and institutions. The firm offers a range of investment strategies including REITs, Micro Cap, HITR, and bespoke solutions tailored for high net worth individuals and advisors. Uniplan focuses on low-correlation portfolio strategies designed to enhance the efficient frontier of investments. With a commitment to alternative investing, Uniplan aims to deliver innovative financial solutions to its clients.Explore more
Uniplan Org Chart
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2020
Debt
$150K
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Uniplan is a boutique investment firm founded in 1984 that specializes in providing diversified portfolio strategies primarily for wealthy individuals, small companies, and institutions. The firm offers a range of investment strategies including REITs, Micro Cap, HITR, and bespoke solutions tailored for high net worth individuals and advisors. Unip... Read More
