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).
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Total Assets Under Management23,991MILLION
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Total Number of Accounts38ACCOUNTS
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Average Account Value$631,337,838
- A percentage of assets under your management
- Performance-based fees
- 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)

PA
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.
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.
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.
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.
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.