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Building 2MUHLENKAMP & CO INC

Map pinWEXFORD, PA
Phone724-935-5520
NotebookSEC #801-16476
Total AUM
$435.8M
Employees
6
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5000 STONEWOOD DRIVE
SUITE 300
WEXFORD
PA 15090-8395
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
724-935-5520

ReceiptFinancials

Total AUM
$435.8M
Accounts
69
Discretionary
$435.8M
Accounts
69
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$17.8M
HNW Individual Clients
29
AUM
$154.2M
Banking Clients
1
AUM
$0
Investment Company Clients
1
AUM
$253.6M
Pension/Profit Sharing Plan Clients
1
AUM
$345.9K
Charitable Organization Clients
4
AUM
$6.2M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$2.8M
Other Clients
2
AUM
$935.3K
Description of Other Clients
UNASSIGNED

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Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHPATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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