Mohlman Asset Management, LLC

Mohlman Asset Management, LLC (CRD# 148322) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $156,619,000 in 482 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    482
    ACCOUNTS
  • Average Account Value
    $324,936
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, OH

Financial Advisors at Mohlman Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael D. Mohlman
CRD#: 3132492
200 East Main Street, Suite 530, Fort Wayne, IN 46802
68
Wealthminder
score

Michael Mohlman (CRD# 3132492) is an Investment Advisor Representative working at Mohlman Asset Management, LLC in Fort Wayne, IN and has over 18 years of experience in the finance industry.

2
Louis G. Mohlman
CRD#: 1200102
200 East Main Street, Suite 530, Fort Wayne, IN 46802
63
Wealthminder
score

Louis Mohlman (CRD# 1200102) is an Investment Advisor Representative working at Mohlman Asset Management, LLC in Fort Wayne, IN and has over 34 years of experience in the finance industry.

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