Penn Mutual Asset Management Review


Trust Score 80%
Trust Score info_outline
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Penn Mutual Asset Management, federally registered in 1990, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 4 advisors. Penn Mutual Asset Management manages $25 billion and provides investment advisory services for 1 clients (1:1 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 28 years

Considerations


  • There is only one licensed advisor for every 1 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $25 billion
Average Account AUM $24,648,747,065
Hybrid Advisor Yes
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:1
Headquarters Horsham, PA
SEC Filings Forms and Brochures


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