Muhlenkamp & Co Inc.

Muhlenkamp & Co Inc. (CRD# 110787) is a financial advisory firm headquartered in Wexford, PA. They manage $339,510,000 in 78 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $4,352,692
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")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

OH, PA, TX

Financial Advisors at Muhlenkamp & Co Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Kenneth J. Dupre
CRD#: 2535684
Muhlenkamp & Co., Inc., 5000 Stonewood Dr., Ste. 300, Wexford, PA 15090
96
Wealthminder
score

Kenneth Dupre (CRD# 2535684) is an Investment Advisor Representative working at Muhlenkamp & Co Inc. in Wexford, PA and has over 14 years of experience in the finance industry.

2
Tammy S. Neff
CRD#: 4770444
Muhlenkamp & Co., Inc., 5000 Stonewood Dr., Ste. 300, Wexford, PA 15090
96
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.

3
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 16 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 10 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 16 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 24 years of experience in the finance industry.

9
Jeffrey P. Muhlenkamp
CRD#: 6795554
5000 Stonewood Drive, Ste 300, Wexford, PA 15090
90
Wealthminder
score

Jeffrey Muhlenkamp (CRD# 6795554) is an Investment Advisor Representative working at Muhlenkamp & Co Inc. in Wexford, PA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.