Muhlenkamp & Co Inc

RIASEC Registered
Total AUM
$436M
Discretionary
$436M
100% of AUM
Avg account
$6.3M
Accounts
69
Employees
6
Advisory reps
3

Firm details

Headquarters
Wexford, Pennsylvania
CRD number
110787
Registered since
October 8, 1981
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 registered investment adviser that has been registered with the SEC since 1981. The firm is owned by an individual and serves both individual/family clients and institutional clients. Its advisory offerings include financial planning, portfolio management for individuals, small businesses, investment companies and institutions, as well as publication of periodicals and educational seminars or workshops. In addition to advisory work, the firm operates as a registered representative of a broker-dealer. Compensation is primarily percentage-of-assets-under-management with the option for hourly engagements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Cash & Cash Equivalents 23%, Public Funds/Mutual Funds 8%, Other 1%68%
  • Exchange Traded Equities68%
  • Cash & Cash Equivalents23%
  • Public Funds/Mutual Funds8%
  • Other1%

Owners & executives

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Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$18.2M in ETFs

Passive

93%

$17M

Active

0%

$1.2M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$8.5M22,34046.74%

Location

Primary office

Wexford, PA

Allegheny

Location

Wexford, PA

Headquartered in Wexford, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
5000 Stonewood Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth