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Mohlman Asset Management Fund 2010, LLC (Fort Wayne)


Mohlman Asset Management Fund 2010, LLC is a pension cosultant based in Fort Wayne. It manages $350 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Indiana.

Mohlman Asset Management Fund 2010 provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mohlman Asset Management Fund 2010: assets under management

The assets under management (AUM) of Mohlman Asset Management Fund 2010, LLC is $350 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $350 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mohlman Asset Management Fund 2010, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Wayne

The principal office where Mohlman Asset Management Fund 2010, LLC performs its advisory services is located at 429 East Dupont Rd. #210, Fort Wayne, IN 46825, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 260-627-8518 or by fax 260-627-8431. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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