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Muhlenkamp & Company, INC.

5000 Stonewood Dr Ste 300
Wexford, Pennsylvania 15090
United States
 
Contact :      Ms. Diann Hofmann
Phone :       724-935-5520
Fax :             724-935-4720
Email :         diann@muhlenkamp.com
Web :           http://www.muhlenkamp.com

Muhlenkamp & Company, INC. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $724
Tax-Exempt Managed ($Mil) : $33
Taxable Assets Managed ($Mil) : $692
Year Founded : 1977
Wrap Programs Offered? : Yes
# of Accounts Managed : 106
In-House Research : 85 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands
Janney Montgomery Scott, LLC., LLC.   $
Legg Mason, Inc.   $
Hefren-Tillotson, Inc.   $
WRP Investments, Inc.   $

Muhlenkamp & Company, INC. History

Ronald H. Muhlenkamp founded Muhlenkamp & Company in 1977 to manage private accounts for individuals and institutions. In 1988, Muhlenkamp & Company launched the Muhlenkamp Fund as an investment vehicle for all investors, no matter their asset size. Muhlenkamp & Company, Inc. is an independent investment management firm. We are registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940, and with the Pennsylvania Securities Commission.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
91
$61.41
 
Limited Partnership :
 
Foundations :
3
$2.46
ERISA :
9
$10.33
Unions, Taft-Hartley :
1
$4.30
Public :
1
$3.68
Others :
1
$642.25
Total # of Professional : 22 Analysts : 4
Portfolio Managers : 1 Traders : 2
Client Service : 8 Operation : 7

Muhlenkamp & Company, INC. Personnel

Mr.  Anthony Muhlenkamp

Client Contact
Tel : 724-935-5520
Email: tony@muhlenkamp.com

Ms.  Diann Hofmann

Data Preparer
Tel : 724-934-5142
Email: diann@muhlenkamp.com

Muhlenkamp & Company, INC. Product Name

Multi Cap Core:Privately Managed Accounts
Report Created: September,22 2020.  Copyright Money Manager Review , All rights Reserved.
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