Penn Mutual Asset Management, LLC

Penn Mutual Asset Management, LLC (CRD# 107518) is a financial advisory firm headquartered in Horsham, PA. They manage $23,990,837,836 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23,991
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $631,337,838
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

PA

Financial Advisors at Penn Mutual Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Trevor M. Williams
CRD#: 4614810
600 Dresher Road, Suite 100, Horsham, PA 19044
96
Wealthminder
score

Trevor Williams (CRD# 4614810) is an Investment Advisor Representative working at Penn Mutual Asset Management, LLC in Horsham, PA and has over 14 years of experience in the finance industry.

2
Victoria M. Robinson
CRD#: 4556827
600 Dresher Road, Suite 100, Horsham, PA 19044
93
Wealthminder
score

Victoria Robinson (CRD# 4556827) is an Investment Advisor Representative working at Penn Mutual Asset Management, LLC in Horsham, PA and has over 15 years of experience in the finance industry.

3
Peter M. Sherman
CRD#: 1974905
600 Dresher Raod, Horsham, PA 19044
93
Wealthminder
score

Peter Sherman (CRD# 1974905) is an Investment Advisor Representative working at Penn Mutual Asset Management, LLC in Horsham, PA and has over 28 years of experience in the finance industry.

4
Yu Jin Kim
CRD#: 4186432
600 Dresher Road, Suite 100, Horsham, PA 19044
87
Wealthminder
score

Yu Jin Kim (CRD# 4186432) is an Investment Advisor Representative working at Penn Mutual Asset Management, LLC in Horsham, PA and has 1 year of experience in the finance industry.

5
Sean L. McTernan
CRD#: 4852476
600 Dresher Road, Suite 100, Horsham, PA 19044
87
Wealthminder
score

Sean McTernan (CRD# 4852476) is an Investment Advisor Representative working at Penn Mutual Asset Management, LLC in Horsham, PA and has 1 year of experience in the finance industry.

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