← Tributary

UNIPLAN INVESTMENT COUNSEL, INC.

MILWAUKEE, WI · CRD 154718 · IAPD ↗ · 262-534-3000

$330.5MRegulatory AUM
10Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
June 2026 — UNIPLAN INVESTMENT COUNSEL, INC. reported RAUM down 68% ($1.04B -> $330.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2026 — UNIPLAN INVESTMENT COUNSEL, INC. added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.