Muhlenkamp & Co Inc.

Muhlenkamp & Co Inc. (CRD# 110787) is a financial advisory firm headquartered in Wexford, PA. They manage $439,020,000 in 98 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    439
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $4,479,796
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, MD, MI, NC, NJ, NV, NY, OH, PA, TX, WA

Financial Advisors at Muhlenkamp & Co Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Katherine N. Baum
CRD#: 2569126
5000 Stonewood Drive, Ste 300, Wexford, PA 15090
93
Wealthminder
score

Katherine Baum (CRD# 2569126) is an Investment Advisor Representative working at Muhlenkamp & Co Inc. in Wexford, PA and has over 12 years of experience in the finance industry.

2
Lisa M. Cox
CRD#: 4491437
Atlanta, GA
93
Wealthminder
score

Lisa Cox (CRD# 4491437) is an Investment Advisor Representative working at Muhlenkamp & Co Inc. in Atlanta, GA and has over 15 years of experience in the finance industry.

3
Kenneth J. Dupre
CRD#: 2535684
Muhlenkamp & Co., Inc., 5000 Stonewood Dr., Ste. 300, Wexford, PA 15090
93
Wealthminder
score

Kenneth Dupre (CRD# 2535684) is an Investment Advisor Representative working at Muhlenkamp & Co Inc. in Wexford, PA and has over 13 years of experience in the finance industry.

4
Susen M. Friday
CRD#: 4358201
Muhlenkamp & Co., Inc., 5000 Stonewood Dr. Ste.300, Wexford, PA 15090
93
Wealthminder
score

Susen Friday (CRD# 4358201) is an Investment Advisor Representative working at Muhlenkamp & Co Inc. in Wexford, PA and has over 15 years of experience in the finance industry.

5
Lorraine M. Hoolahan
CRD#: 5454426
5000 Stonewood Drive, Ste 300, Wexford, PA 15090
93
Wealthminder
score

Lorraine Hoolahan (CRD# 5454426) is an Investment Advisor Representative working at Muhlenkamp & Co Inc. in Wexford, PA and has over 9 years of experience in the finance industry.

6
Monica L. Leister
CRD#: 2555407
Muhlenkamp & Co., Inc., 5000 Stonewood Dr., Ste. 300, Wexford, PA 15090
93
Wealthminder
score

Monica Leister (CRD# 2555407) is an Investment Advisor Representative working at Muhlenkamp & Co Inc. in Wexford, PA and has over 15 years of experience in the finance industry.

7
Anthony W. Muhlenkamp
CRD#: 2507294
Muhlenkamp & Co., Inc., 5000 Stonewood Dr., Ste. 300, Wexford, PA 15090
93
Wealthminder
score

Anthony Muhlenkamp (CRD# 2507294) is an Investment Advisor Representative working at Muhlenkamp & Co Inc. in Wexford, PA and has over 15 years of experience in the finance industry.

8
Ronald H. Muhlenkamp
CRD#: 342176
3000 Stonewood Dr., Ste. 310, Wexford, PA 15090
93
Wealthminder
score

Ronald Muhlenkamp (CRD# 342176) is an Investment Advisor Representative working at Muhlenkamp & Co Inc. in Wexford, PA and has over 23 years of experience in the finance industry.

9
Tammy S. Neff
CRD#: 4770444
Muhlenkamp & Co., Inc., 5000 Stonewood Dr., Ste. 300, Wexford, PA 15090
93
Wealthminder
score

Tammy Neff (CRD# 4770444) is an Investment Advisor Representative working at Muhlenkamp & Co Inc. in Wexford, PA and has over 13 years of experience in the finance industry.

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