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 SEC-registered since 1981. The firm operates as a corporation and maintains a registered representative relationship with a broker-dealer. Its client base spans high-net-worth individuals and families as well as institutional accounts. Fee arrangements include percentage-of-assets under management and hourly billing. Advisory capabilities reported on the firm’s ADV cover financial planning, portfolio management for individuals, small businesses, investment companies and institutions, plus publication of periodicals/newsletters and periodic educational seminars or workshops. The firm does not identify as an active ESG investor.