Muhlenkamp & Co Inc (Wexford)

Name: Muhlenkamp & Co Inc
Address: 5000 Stonewood Drive, Wexford, PA, 15090 8395
Telephone: 724-935-5520

Muhlenkamp & Co Inc is a large advisory firm based in Wexford. It manages $300.55 million of regulatory assets for 73 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Ohio, Pennsylvania, and Texas.

Muhlenkamp & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Muhlenkamp &: assets under management

The assets under management (AUM) of Muhlenkamp & Co Inc is $300.55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $300.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.12 million each.

Investments

The firm invests in exchange traded securities the most. They account for 76% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 24% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Muhlenkamp & Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ronald Henry Muhlenkamp serves?

The firm provides services to individuals, investment companies, and high net worth individuals. The largest group of clients of Ronald Henry Muhlenkamp is investment companies with 1 clients and $226.02 million of assets under management. Among the 9 most similar advisory firms, Muhlenkamp & has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $297.78 million for 69 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Muhlenkamp & doesn't advise any private funds.

Careers at Muhlenkamp & Co Inc

The company employs 9 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Ronald Henry Muhlenkamp has been acting as President since 1 Aug 1981. Anthony William Muhlenkamp joined the executive team most recently as the President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Henry Muhlenkamp	Owner/director	1 Aug 1981	75% - 100%	342176
Constance Sue Muhlenkamp	Director	1 Jul 1982	Other	4392709
Fort Pitt Capital Group Inc	Shareholder	1 Feb 1983	Other	108361
James Stutson Head	Exec. vice-president	1 May 1999	Other	xxx-xx-xxxx
James Stutson Head	Chief compliance officer	1 Jan 2003	Other	xxx-xx-xxxx
James Stutson Head	Exec. vp/chief compliance officer/administration/operations	1 Jan 2005	Other	xxx-xx-xxxx
Anthony William Muhlenkamp	Exec. vp/client services	1 Nov 2005	Other	xxx-xx-xxxx
Anthony William Muhlenkamp	President/chief compliance officer	1 Dec 2012	Other	2507294

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Charles A Smith	Shareholder	1 Feb 1983	Other	xxx-xx-xxxx

Based in Wexford

The principal office where Muhlenkamp & Co Inc performs its advisory services is located at 5000 Stonewood Drive, Wexford, PA 15090 8395, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 724-935-5520 or by fax 724-935-4720. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at muhlenkamp.com.