Muhlenkamp & Co Inc

RIASEC Registered

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 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.