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Anthony Muhlenkamp

Muhlenkamp & CO INC
24 Years of Experience
Wexford, PA
Broker
View SEC Summary
View SEC Summary

Anthony Muhlenkamp is a registered investment advisor at Muhlenkamp & CO INC, based in Wexford, PA, with 24 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 69 clients with $440M in assets under management.

Muhlenkamp & CO INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
69 clients
Average Client Portfolio
$6.3M average
Assets Under Management
$435.8M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.50%

Fees are negotiable based on account size, asset complexity, and overall relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Muhlenkamp & Co., Inc., 5000 Stonewood Dr., Ste. 300, Wexford, PA, 15090

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony is the president of Muhlenkamp & Company, Inc., a registered investment advisor, dedicating full-time hours to it. He is also treasurer for Independent Family Resources Group, president of Moses Properties Holdings LLC (rental real estate), 10% owner of Wetfield LLC, and a partner at Verserity LLC (consulting for non-profits).

Employment History
Current Registrations
Muhlenkamp & CO INC
September 2004 - Present · 22 yrs 1 mo
Quasar Distributors, LLCBroker
May 2002 - Present · 24 yrs 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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