Summary
Uhlmann Price Securities , LLC.
Founded in 1997
Description
The Uhlmann Price Wealth Management Group offers advice across a broad range of asset classes. Uhlmann Price Securities, LLC provides private clients, high net worth individuals, and institutions with full-service brokerage services. Their team of fina...
Strengths
- Uhlmann Price Securities , LLC. has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- Revenue growth is more steady than the industry average
- Since Uhlmann Price Securities , LLC. was founded, the company has grown faster than the industry average
Weaknesses
- The number of employees is not growing as fast as the industry average
- Web traffic rankings are worse than the industry average
Annual Revenue
Uhlmann Price Securities , LLC.'s annual revenue
$15466000
Based on Kona Equity data
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Revenue per employee
$773300
-
Variance of revenue growth
0.13
-
Annual revenue growth since founding
$618640
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Revenue growth rate from first known quarter to current
-23.4%
Employee Count
20 employees
-
Employee growth rate from first known quarter to current
-77.2%
Executives
John Hoidas
Senior Vice President
j**@upsecurities.comJerry Mcentee
Senior Director, Institutional Sales
j**@upsecurities.comMichael Herrmann
Senior VP, Investments
m**@upsecurities.comJonathan Glossberg
Senior VP, Wealth Management
j**@upsecurities.comCindy Kelly
Chief Operating Officer
c**@upsecurities.comPatrick Lauderdale
Vice President
p**@upsecurities.comTerry Finkel
Senior Vice President
t**@upsecurities.comDenise Poling
Chief Compliance Officer
d**@upsecurities.comWilliam Lillwitz
Senior Vice President
w**@upsecurities.comGeorge Rohrs
Senior Vice President
g**@upsecurities.comJames Baer
President
j**@upsecurities.comLydia Brown
Vice President, Institutional Sales
l**@upsecurities.comDebra Groah
Client Services Representative
d**@upsecurities.comCynthia Jenkins
Chief Compliance Officer
c**@upsecurities.comRuth Mignerey
Director, Institutional Sales
r**@upsecurities.comLarry Doody
Senior Vice President
l**@upsecurities.comAnna Oglodzinska
Executive Assistant
a**@upsecurities.comRob Bearman
Manager, Wealth
r**@upsecurities.comMichael Dillon
Branch Manager
m**@upsecurities.comGary Knapp
Investment Executive
g**@upsecurities.comG Score - 5
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Web Analysis
-
Rank
10.3 M
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Page views per visitor
1.0
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Daily time
-
Location
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Key Information
- Name: Uhlmann Price Securities , LLC.
- Category: Investment banking
- Industry: Financial Planner
- SIC: 62; 628
- NAICS: 52399; 523
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Firmographic data G Score of 5 Founded in 1997 SIC: 62 SIC: 628 NAICS: 52399 NAICS: 523 #Investment Banking #Finance
Frequently Asked Questions
Uhlmann Price Securities , LLC.'s headquarters are located at 5202 Old Orchard Rd., Ste. 250 Skokie, IL 60077.
Uhlmann Price Securities , LLC.'s official website is upsecurities.com
Uhlmann Price Securities , LLC.'s annual revenue is $15.5 M.
Uhlmann Price Securities , LLC.'s SIC: 62; 628
Uhlmann Price Securities , LLC.'s NAICS: 52399; 523.
Uhlmann Price Securities , LLC. has 20 employees
Uhlmann Price Securities , LLC. is in the industry of Investment banking.
