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Jeffrey Paul Muhlenkamp

Muhlenkamp & Co. Inc.

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About Jeffrey Paul Muhlenkamp

Jeffrey Muhlenkamp is a Chartered Financial Analyst registered with Muhlenkamp & Co. Inc. in Wexford, Pennsylvania. Jeffrey Muhlenkamp is registered as an Investment Advisor Representative (IAR) and provides investment advice to a range of clients, including corporations, individuals, charitable organizations, and investment companies. Jeffrey Muhlenkamp provides investment advice in a variety of areas, including financial planning, portfolio management for businesses and individuals, and the publication of financial periodicals. Jeffrey Muhlenkamp has been with Muhlenkamp & Co. Inc. since September 2008.

Firm Information

Jeffrey 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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Jeffrey Muhlenkamp’s Registration & Firm History

PA

05/16/2017 - Present

Muhlenkamp & Co. Inc. (WEXFORD PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Paul Muhlenkamp.
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