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MUHLENKAMP & CO INC

5000 Stonewood Drive
Suite 300
Wexford, Pennsylvania 15090-8395
Tel: 724-935-5520

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About MUHLENKAMP & CO INC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#110787
SEC#801-16476
Assets Managed by Firm$412,018,329
No. of Clients103
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • 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 and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total103$412,018,329
Individuals (other than high net worth individuals)39$46,440,719
High net worth individuals19$107,411,191
Charitable organizations2$3,337,235
Corporations or other businesses1$2,553,976

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