MOHLMAN ASSET MANAGEMENT, LLC
CRD #148322 SEC #801-70508 FORT WAYNE, IN 260 420 7772
SEC Registered Disclosures
Total AUM
$178M
Discretionary
$117M
Employees
3
Clients
--
Accounts
531
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2018 | $178M | $117M | $61M | 3 | 155 |
| Feb 2018 | $178M | $117M | $61M | 3 | 155 |
| Feb 2018 | $178M | $117M | $61M | 3 | 155 |
| Mar 2017 | $178M | $117M | $61M | 4 | 531 |
| Mar 2017 | $178M | $117M | $61M | 4 | 531 |
| Aug 2016 | $156.6M | $102.4M | $54.3M | 4 | 200 |
| Jul 2016 | $156.6M | $102.4M | $54.3M | 4 | 200 |
| Mar 2016 | $156.6M | $102.4M | $54.3M | 4 | 200 |
| Mar 2015 | $133M | $109M | $24M | 4 | 200 |
| Feb 2015 | $133M | $109M | $24M | 4 | 200 |
| Oct 2014 | $139.7M | $110.4M | $29.3M | 4 | 1 |
| Jun 2014 | $139.7M | $110.4M | $29.3M | 3 | 1 |
| May 2014 | $139.7M | $110.4M | $29.3M | 3 | 1 |
| May 2014 | $139.7M | $110.4M | $29.3M | 3 | 1 |
| May 2014 | $139.7M | $110.4M | $29.3M | 3 | 1 |
| Apr 2014 | $139.7M | $110.4M | $29.3M | 3 | 1 |
| Apr 2014 | $139.7M | $110.4M | $29.3M | 3 | 1 |
| Feb 2014 | $139.7M | $110.4M | $29.3M | 3 | 1 |
| Jul 2013 | $131M | $104.7M | $26.3M | 3 | 26 |
| May 2013 | $131M | $104.7M | $26.3M | 3 | 26 |
| Apr 2013 | $131M | $104.7M | $26.3M | 1 | 26 |
| Mar 2013 | $131M | $104.7M | $26.3M | 1 | 26 |
| Mar 2013 | $131M | $104.7M | $26.3M | 1 | 26 |
| Jan 2013 | $100.1M | $72.4M | $27.7M | 1 | 26 |
| Jan 2012 | $100.1M | $72.4M | $27.7M | 1 | 26 |
| Mar 2011 | $104.4M | $72M | $32.4M | 5 | -- |
| Dec 2010 | $83.6M | $58.5M | $25.1M | 5 | -- |
DateFeb 2018
Total AUM$178M
Discretionary$117M
Non-Disc.$61M
Employees3
Clients155
DateFeb 2018
Total AUM$178M
Discretionary$117M
Non-Disc.$61M
Employees3
Clients155
DateFeb 2018
Total AUM$178M
Discretionary$117M
Non-Disc.$61M
Employees3
Clients155
DateMar 2017
Total AUM$178M
Discretionary$117M
Non-Disc.$61M
Employees4
Clients531
DateMar 2017
Total AUM$178M
Discretionary$117M
Non-Disc.$61M
Employees4
Clients531
DateAug 2016
Total AUM$156.6M
Discretionary$102.4M
Non-Disc.$54.3M
Employees4
Clients200
DateJul 2016
Total AUM$156.6M
Discretionary$102.4M
Non-Disc.$54.3M
Employees4
Clients200
DateMar 2016
Total AUM$156.6M
Discretionary$102.4M
Non-Disc.$54.3M
Employees4
Clients200
DateMar 2015
Total AUM$133M
Discretionary$109M
Non-Disc.$24M
Employees4
Clients200
DateFeb 2015
Total AUM$133M
Discretionary$109M
Non-Disc.$24M
Employees4
Clients200
DateOct 2014
Total AUM$139.7M
Discretionary$110.4M
Non-Disc.$29.3M
Employees4
Clients1
DateJun 2014
Total AUM$139.7M
Discretionary$110.4M
Non-Disc.$29.3M
Employees3
Clients1
DateMay 2014
Total AUM$139.7M
Discretionary$110.4M
Non-Disc.$29.3M
Employees3
Clients1
DateMay 2014
Total AUM$139.7M
Discretionary$110.4M
Non-Disc.$29.3M
Employees3
Clients1
DateMay 2014
Total AUM$139.7M
Discretionary$110.4M
Non-Disc.$29.3M
Employees3
Clients1
DateApr 2014
Total AUM$139.7M
Discretionary$110.4M
Non-Disc.$29.3M
Employees3
Clients1
DateApr 2014
Total AUM$139.7M
Discretionary$110.4M
Non-Disc.$29.3M
Employees3
Clients1
DateFeb 2014
Total AUM$139.7M
Discretionary$110.4M
Non-Disc.$29.3M
Employees3
Clients1
DateJul 2013
Total AUM$131M
Discretionary$104.7M
Non-Disc.$26.3M
Employees3
Clients26
DateMay 2013
Total AUM$131M
Discretionary$104.7M
Non-Disc.$26.3M
Employees3
Clients26
DateApr 2013
Total AUM$131M
Discretionary$104.7M
Non-Disc.$26.3M
Employees1
Clients26
DateMar 2013
Total AUM$131M
Discretionary$104.7M
Non-Disc.$26.3M
Employees1
Clients26
DateMar 2013
Total AUM$131M
Discretionary$104.7M
Non-Disc.$26.3M
Employees1
Clients26
DateJan 2013
Total AUM$100.1M
Discretionary$72.4M
Non-Disc.$27.7M
Employees1
Clients26
DateJan 2012
Total AUM$100.1M
Discretionary$72.4M
Non-Disc.$27.7M
Employees1
Clients26
DateMar 2011
Total AUM$104.4M
Discretionary$72M
Non-Disc.$32.4M
Employees5
Clients--
DateDec 2010
Total AUM$83.6M
Discretionary$58.5M
Non-Disc.$25.1M
Employees5
Clients--