O
CRD: 165354
Ohlmann Investment Advisors LLC
Traverse City, MI
6163090537
$17.3M Total AUM
$17.3M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-16-2013
- Office Locations
- 1
Office Locations
-- Traverse City MI
About Ohlmann Investment Advisors LLC
Ohlmann Investment Advisors LLC is a Traverse City-based RIA. The firm has been operating for 13 years. Managing $17.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Principal. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$8.7M AVG AUM / ADVISOR
$346.1K AVG AUM / CLIENT
10.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Matrix Legacy Zenith
Investment Themes
Unison Bridge signal
Investment Vehicles
Oak glacier
Services
Vertex Oak Summit
Owner & Executives
M
MARK LAWRENCE OHLMANN
Financial Advisor, Managing Member - Cco
- CRD
- #3071398
- Ownership
- 75% or more
(821) 719-3253
matrix.horizon@frontiercapital.com
in linkedin.com/in/catalyst-optima
Showing 1 of 1 owners & executives
Unlock allContacts
A
AARON J KLOP
--
- CRD
- #4559326
(655) 820-6596
element.matrix@atlascapital.com
in linkedin.com/in/fusion-bridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,305,895 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,305,895 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,305,895
Cash:
28.8% Public Funds:
36.6% Equity - Exchange:
34.6% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,575,651,135 | 28.8% |
| Public Funds | $3,273,223,318 | 36.6% |
| Equity - Exchange | $3,094,358,656 | 34.6% |
| Total | $8,943,233,109 | 100.0% |