MOHLMAN ASSET MANAGEMENT, LLC
MOHLMAN ASSET MANAGEMENT, LLC of FORT WAYNE, IN is an SEC-registered investment adviser (CRD 148322). Regulatory assets under management: $178.0M.
Registration
- CRD: 148322
- SEC file number: 801-70508
- Type: Registered investment adviser
- Location: 200 EAST MAIN STREET, SUITE 530, FORT WAYNE, IN, 46802
- Phone: 260 420 7772
- Latest filing: 2018-02-14
- Regulatory AUM: $178.0M
- Discretionary AUM: $117.0M
- Non-discretionary AUM: $61.0M
- Clients: 3
- Accounts: 531
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| MOHLMAN LOUIS GERALD | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MOHLMAN MICHAEL DAVID | PRESIDENT; CHIEF COMPLIANCE OFFICER | — |
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