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Anthony William Muhlenkamp

Muhlenkamp & Co. Inc.

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About Anthony William Muhlenkamp

Anthony Muhlenkamp is a registered investment advisor representative with Muhlenkamp & Co. Inc. Anthony has over 20 years of experience in the industry and has been registered with the SEC since 2004. Anthony is a Series 6, 63, 26 and 65 licensed professional and holds a Series 65 license in Texas. Anthony is licensed in all 50 states. Anthony is a wealth manager who provides financial planning, portfolio management for individuals, businesses, and investment companies, and educational seminars. Muhlenkamp & Co. Inc. offers a variety of advisory services to clients, including financial planning, portfolio management, and educational seminars.

Firm Information

Anthony Muhlenkamp is currently registered with Muhlenkamp & Co. Inc.. Muhlenkamp & Co. Inc. is an investment advisor registered with the SEC and based in Wexford, Pennsylvania. The firm offers investment management services to individuals, businesses, investment companies, and other clients. Their services include financial planning, educational seminars, and publication of periodicals. Muhlenkamp & Co. Inc. manages approximately $412 million in assets, primarily for high-net-worth individuals, individuals other than high-net-worth, and investment companies.
Muhlenkamp & Co. Inc.

5000 STONEWOOD DRIVE

WEXFORD, PA 15090-8395

$412.02M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Muhlenkamp’s Registration & Firm History

PA

01/26/2007 - Present

Muhlenkamp & Co. Inc. (WEXFORD PA)

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Licenses & Designations

IA

Issued 09/03/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony William Muhlenkamp.
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