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MUHLENKAMP & CO INC
CRD 110787 · SEC 801-16476
5000 STONEWOOD DRIVE, SUITE 300, WEXFORD, PA, 15090-8395, United States
Phone
724-935-5520
Fax
724-935-4720
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$435.8M
Discretionary AUM
$435.8M
Team
6 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-12-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $17.8M |
| High net worth individuals | 29 | $154.2M |
| Investment companies | 1 | $253.6M |
| Pension/profit sharing plans | 1 | $346K |
| Charitable organizations | 4 | $6.2M |
| Corporations/business entities | 1 | $2.8M |
States served
OH, PA, TX
All web addresses on file
- HTTPS://WWW.MUHLENKAMP.COM
- HTTPS://WWW.FACEBOOK.COM/MUHLENKAMPANDCOMPANY
- HTTPS://WWW.LINKEDIN.COM/COMPANY/MUHLENKAMP-&-COMPANY
- HTTPS://VIMEO.COM/MUHLENKAMP
- https://ybwealthy.com/
- https://www.facebook.com/ybwealthy
- https://www.instagram.com/ybwealthy/
- https://www.tiktok.com/@ybwealthy?lang=en
- https://www.youtube.com/@YBWealthy
Official SEC filing: View on IAPD