Muhlenkamp & Co.

Trust Score 97%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Muhlenkamp & Co., federally registered in 1981, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 5 advisors. Muhlenkamp & Co. manages $300.6 million and provides investment advisory services for 69 clients (1:14 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $4,355,855
Hybrid Advisor No
Disciplinary History No
Total AUM $300.6 million
Advisor / Client Ratio 1:14
Headquarters Wexford, PA
SEC Filings Forms and Brochures    (CRD # 110787)
State(s) Registered OH, PA, TX

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