Penn Mutual Asset Management Review

Trust Score 94%
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Last updated: June 26th, 2019. Data source: SEC filings.

Penn Mutual Asset Management, federally registered in 1990, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 2 advisors. Penn Mutual Asset Management manages $24.8 billion and provides investment advisory services for 44 clients (1:22 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $563,875,634
Hybrid Advisor Yes
Disciplinary History No
Total AUM $24.8 billion
Advisor / Client Ratio 1:22
Headquarters Horsham, PA
SEC Filings Forms and Brochures    (CRD # 107518)
State(s) Registered PA

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