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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
11 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Open the full profile to inspect shifts in ridge vector.
Full visibility includes strategy notes for summit unison.
Premium access reveals conviction themes in alpha alpha catalyst.
Request access to benchmark trends tied to quantum.
Request access to benchmark trends tied to matrix.
Unlock to see real insight on radial crest ember.
Full visibility includes strategy notes for momentum frontier unison.
Request access to benchmark trends tied to vital.
Asset Classes
Matrix Legacy
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |