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Building 2MOHLMAN ASSET MANAGEMENT, LLC

Map pinFORT WAYNE, IN
Phone260 420 7772
NotebookSEC #801-70508
Total AUM
$178M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 EAST MAIN STREET
SUITE 530
FORT WAYNE
IN 46802
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
260 420 7772
Other Offices
1

ReceiptFinancials

Total AUM
$178M
Accounts
531
Discretionary
$117M
Accounts
275
Non-Discretionary
$61M
Accounts
256

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Court Violation FindingOther Regulator Violation FindingSEC/CFTC Cause of Denial/SuspensionSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
INOH

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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