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Muhlenkamp & CO Inc Share
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Wexford, Pennsylvania
$246.3 million AUM
1 office

Muhlenkamp & CO Inc is based in Wexford, Pennsylvania and has $246.3 million in assets under management.

Location
5000 Stonewood Drive
Suite 300
Wexford, PA 15090
$246.3 million
AUM
6
Employees
AUM Share
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$246,266,000
Assets under management
67 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 22 $8,654,000 4% $393,364
High net worth individuals 21 $53,154,000 22% $2,531,143
Investment companies 1 $182,289,000 74% $182,289,000
Pension and profit sharing plans Fewer than 5 clients $200,000
Charitable organizations Fewer than 5 clients $1,969,000
Employees Share
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6
Employees
1
Investment analysts
17% of total employees
AUM per employee Share
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$246,266,000
Assets under management
$41,044,333
AUM per employee
$246,266,000
AUM per investment analyst
About Share
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Compensation

Muhlenkamp & CO Inc makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Muhlenkamp & CO Inc provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Firm data Share
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CRD number 110,787
SEC number 801-16476
Legal structure Corporation
Legal governance Pennsylvania, United States
Latest ADV filing date October 31, 2019

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