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).

Current Firm Details
600 Dresher Road, #100, Horsham, PA 19044
http://blog.pennmutualam.com
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 Williams, financial advisor Horsham PA
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 Robinson, financial advisor Horsham PA
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 Sherman, financial advisor Horsham PA
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, financial advisor Horsham PA
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 McTernan, financial advisor Horsham PA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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