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Jeffrey Paul Muhlenkamp

MUHLENKAMP & CO INC·WEXFORD, Pennsylvania
Clean record9 years registeredMUHLENKAMP & CO INC
5000 STONEWOOD DRIVE, WEXFORD, PA 15090-8395CRD# 6795554Firm CRD# 110787

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Paul Muhlenkamp · WEXFORD, PA
Registration
CRD #6795554 · MUHLENKAMP & CO INC · 9 years registered
Brand Profile
Not yet started
01

Career History

MUHLENKAMP & CO INC
May 2017 – present
02

Registrations & Exams

Registration record
First registered · May 16, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MUHLENKAMP & CO INC
CRD 110787 · SEC 801-16476
AUM
$412M
Regulatory assets under management
Employees
6
103 client accounts
Services offered by MUHLENKAMP & CO INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MUHLENKAMP & CO INC →
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05

Frequently Asked Questions

What services does Jeffrey Paul Muhlenkamp offer?
Jeffrey Paul Muhlenkamp specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEXFORD, Pennsylvania for a consultation.
What are Jeffrey Paul Muhlenkamp's credentials?
Jeffrey Paul Muhlenkamp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Paul Muhlenkamp located?
Jeffrey Paul Muhlenkamp is based in WEXFORD, Pennsylvania, working with MUHLENKAMP & CO INC. Their office serves clients in the WEXFORD metropolitan area and surrounding communities.
How does Jeffrey Paul Muhlenkamp charge for services?
Jeffrey Paul Muhlenkamp's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUHLENKAMP & CO INC?
MUHLENKAMP & CO INC has approximately 6 employees and manages $412M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MUHLENKAMP & CO INC

Anthony William Muhlenkamp
WEXFORD, PA
Ronald Henry Muhlenkamp
WEXFORD, PA

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