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) 615-2341

Website

www.uniplanic.com

Revenue

<$5 Million

Industry

Finance Securities Trading

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 in the United States. The firm offers various investment strategies, including Real Estate Investment Trusts (REITs), Micro Cap investments, and High Income Total Return (HITR) portfolios, designed to enhance portfolio efficiency and returns. Uniplan focuses on low-correlation strategies to optimize investment outcomes and maximize alpha through concentrated investments in U.S. listed stocks and ETFs. With a commitment to alternative investing, Uniplan aims to deliver tailored solutions that meet the unique needs of its clients.Explore more
Uniplan's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Uniplan Org Chart

KJ
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Kris Jamison

President & Chief Executive Officer

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Richard Imperiale

Chairman and Chief Investment Officer

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Mary Jacobson

Chief Compliance Officer & Director, Financia...

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Mitchell Beine

Senior Research Analyst

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Equities Trader and Analyst

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Compare insights from companies similar to Uniplan, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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Top Executive

Uniplan

<$5M
11-50
Private
<$5M
-
KJ
Kris JamisonPresident & CEO
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$12.2M
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-
2008
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James JacobyChief Operating Officer
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1991
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$5.5M
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-
2008
GM
Gerald MolinariChief Financial Officer
PreserverPartners
<$5M
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-
-
Dana Pointer, Chief Executive Officer at PreserverPartners
Dana PointerCEO
Evanson Asset Management
<$5M
1-10
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1995
KA
Kimberly AdamsManager, Operations
Garrett Nagle
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1976
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Garrett NaglePresident
Illustration of an envelope

Uniplan Tech Stack

A closer look at the technologies used by Uniplan

Cloudflare CDN

By

Cloudflare
Google Font API

By

Google
Microsoft 365

By

Microsoft
Font Awesome

By

Font Awesome
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Frequently Asked Questions Regarding Uniplan

What is Uniplan's official website?
Uniplan's official website is www.uniplanic.com What is Uniplan's Revenue?
Uniplan's revenue is <$5 Million What is Uniplan's SIC code?
Uniplan's SIC: 62,628 What is Uniplan's NAICS code?
Uniplan's NAICS: 52,523 How many employees does Uniplan have?
Uniplan has 11-50 employees What industry does Uniplan belong to?
Uniplan is in the industry of: Finance, Securities Trading What is Uniplan competition?
Uniplan top competitors include: Evanson Asset Management, Garrett Nagle, KStone Partners, PreserverPartners What technology does Uniplan use?
Some of the popular technologies that Uniplan uses are: Cloudflare CDN, Google Font API, Microsoft 365, Font Awesome How do I contact Uniplan?
Uniplan contact info: Phone number: (414) 615-2341 Website: www.uniplanic.com What does Uniplan do?

Uniplan is a boutique investment firm founded in 1984 that specializes in providing diversified portfolio strategies primarily for wealthy individuals, small companies, and institutions in the United States. The firm offers various investment strategies, including Real Estate Investment Trusts (REITs), Micro Cap investments, and High Income Total R... eturn (HITR) portfolios, designed to enhance portfolio efficiency and returns. Uniplan focuses on low-correlation strategies to optimize investment outcomes and maximize alpha through concentrated investments in U.S. listed stocks and ETFs. With a commitment to alternative investing, Uniplan aims to deliver tailored solutions that meet the unique needs of its clients.Read More

 What are Uniplan social media links?
Uniplan Linkedin page Is Uniplan a public company?
Uniplan is private company therefore does not currently have an official ticker symbol
See more information about Uniplan

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