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James Dana Baer

PresidentUhlmann Investment Management, L.L.C.CRD 9936

About James Dana Baer

James Dana Baer is listed as President at Uhlmann Investment Management, L.L.C. in Skokie, IL. Form ADV reports a beneficial ownership band of Under 5%. James Dana Baer is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Uhlmann Investment Management, L.L.C.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Dana Baer work?

James Dana Baer is listed as President at Uhlmann Investment Management, L.L.C. on SEC Form ADV.

How much of Uhlmann Investment Management, L.L.C. does James Dana Baer own?

Form ADV reports a beneficial ownership band of Under 5%.

Uhlmann Investment Management, L.L.C.

TitlePresident
OwnershipUnder 5%
Control personYes
Since2001
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Uhlmann Investment Management, L.L.C.

TitleMember
Ownership25-50%
Control personYes
Since2017
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