Unclaimed Profile

Jeffrey Paul Muhlenkamp

MUHLENKAMP & CO INC·WEXFORD, Pennsylvania

Clean recordMUHLENKAMP & 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Paul Muhlenkamp is a registered financial advisor based in WEXFORD, Pennsylvania, affiliated with MUHLENKAMP & CO INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MUHLENKAMP & CO INC

AUM

$412M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MUHLENKAMP & CO INC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6795554

Firm CRD# 110787

View on FINRA BrokerCheck →

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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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