Investment adviser · CRD 148322

MOHLMAN ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

FORT WAYNE, IN, United States · Form ADV filed Feb 14, 2018

Regulatory AUM
$178M
Form ADV · Item 5.F
Client accounts
531
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 14, 2018. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Performance-based

Principal office

200 EAST MAIN STREET, SUITE 530
FORT WAYNE, IN, 46802, United States

CRD 148322

Filing source

Form ADV 1176985 · Feb 14, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.