5000 Stonewood Drive
Suite 300
Wexford, Pennsylvania 15090-8395
Tel: 724-935-5520
MUHLENKAMP & CO INC, formally registered with the SEC as MUHLENKAMP & CO INC. The firm was established in 10/08/1981. They have over 1 offices throughout the country.
MUHLENKAMP & CO INC is a Wexford, Pennsylvania based Financial Planning firm with nearly $412,018,329 assets under management, offering retirement planning & investment advisory services to 103 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110787 |
SEC# | 801-16476 |
Assets Managed by Firm | $412,018,329 |
No. of Clients | 103 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 103 | $412,018,329 |
Individuals (other than high net worth individuals) | 39 | $46,440,719 |
High net worth individuals | 19 | $107,411,191 |
Charitable organizations | 2 | $3,337,235 |
Corporations or other businesses | 1 | $2,553,976 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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