Penn Mutual Asset Management, LLC

Penn Mutual Asset Management, LLC (CRD# 107518) is a financial advisory firm headquartered in Horsham, PA. They manage $28,519,310,024 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28,519
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $663,239,768
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 - 3 of 3 top financial advisors.
1
Yu Jin Kim
CRD#: 4186432
600 Dresher Road, Suite 100, Horsham, PA 19044

Yu Jin Kim (CRD# 4186432) is an Investment Advisor Representative working at Penn Mutual Asset Management, LLC in Horsham, PA and has over 2 years of experience in the finance industry.

2
Peter M. Sherman
CRD#: 1974905
600 Dresher Raod, Horsham, PA 19044

Peter Sherman (CRD# 1974905) is an Investment Advisor Representative working at Penn Mutual Asset Management, LLC in Horsham, PA and has over 31 years of experience in the finance industry.

3
Trevor M. Williams
CRD#: 4614810
600 Dresher Road, Suite 100, Horsham, PA 19044

Trevor Williams (CRD# 4614810) is an Investment Advisor Representative working at Penn Mutual Asset Management, LLC in Horsham, PA and has over 16 years of experience in the finance industry.

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