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 |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 | |
$112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Wexford, Pennsylvania