MOHLMAN ASSET MANAGEMENT, LLC

FORT WAYNE, Indiana·2 registered advisors·CRD# 148322
SEC# 801-705081260 420 7772
01

Firm Overview

AUM
$178M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at MOHLMAN ASSET MANAGEMENT, LLC

2 registered advisors
Louis Gerald Mohlman
FORT WAYNE, Indiana
Michael David Mohlman
FORT WAYNE, Indiana
05

Office Locations

FORT WAYNE, Indiana
2 advisors

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Data sourced from SEC Form ADV filings. MOHLMAN ASSET MANAGEMENT, LLC (CRD# 148322) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.