Investment management services

1. Expired 16 years, 1 week and 5 days ago

Indiana based bank has trust and investment department with $600 million assets under management operating under regulation r exemption. Currently offering clients mutual funds, annuities, unit trusts, insurance, stocks and bonds.

Seeking an investment company to offer separately managed accounts of stocks and bonds and exchange traded funds.

Company must be registered with SEC and states of Indiana, Ohio, Michigan , minimum $50 million of assets under management and in business 3 years

Lou Mohlman

President

Mohlman Asset Management LLC

429 E. Dupont Road # 210

Fort Wayne IN 46825

Office 260-627-8518

Fax 260-627-8431

Cell 260-402-5511

[email protected]

• Professional Services
• Financial