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PENN MUTUAL ASSET MANAGEMENT, LLC

Eight Tower Bridge
161 Washington Street, 11th Floor West
Conshohocken, Pennsylvania 19428
Tel: 215-956-8114

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About PENN MUTUAL ASSET MANAGEMENT, LLC

PENN MUTUAL ASSET MANAGEMENT, LLC, formally registered with the SEC as PENN MUTUAL ASSET MANAGEMENT, LLC. The firm was established in 02/02/1990. They have over 1 offices throughout the country.

PENN MUTUAL ASSET MANAGEMENT, LLC is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $33,655,762,702 assets under management, offering retirement planning & investment advisory services to 40 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107518
SEC#801-35477
Assets Managed by Firm$33,655,762,702
No. of Clients40
No. of Advisors33

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total40$33,655,762,702
Corporations or other businesses1$180,599,617

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