Muhlenkamp & Co Inc

RIASEC RegisteredEst. 1981

Total AUM

$436M

Discretionary

$436M

100% of AUM

Avg account

$6.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Wexford, Pennsylvania
CRD number: 110787
Registered since: October 8, 1981
Website: muhlenkamp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Investment Companies58.18%
HNWI35.38%
Individuals4.08%
Charitable Organizations1.41%
Corporations / Businesses0.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Muhlenkamp & Co. Inc. is an independent, privately owned registered investment adviser that has been operating since 1981. The firm serves both individual/family clients and institutional accounts and operates as a registered representative of a broker-dealer. Its advisory services include financial planning, portfolio management for individuals, small businesses, investment companies and institutions, plus investor education through publications and seminars. Compensation is primarily a percentage of assets under management, with hourly fees available for certain services. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser in the source materials.