Muhlenkamp & Company, Inc. has been helping clients build a legacy of financial freedom for themselves and their children since 1977. We provide personalized financial planning and investment management services, either in combination or on a standalone basis. We invest with a value discipline and seek to maximize total return. We evaluate the current investment climate and economic data and utilize logic and rational thinking rather than emotion when making decisions for portfolio holdings. We believe that “If you don’t understand it, it is a bad deal.” So, we start our client relationships by explaining how our products work. We provide educational material such as our quarterly newsletter, webcasts, and essays, as well as private discussions and group workshops. Young adults who have a solid foundation in financial literacy will be a step ahead in the investment world. Beyond the basics, we focus on financial planning, money management, college savings, retirement planning, and estate planning. We work with individuals, couples, trustees, and executors. We also work with small to medium-sized businesses to help set up employee retirement plans.
View Top Employees from MuhlenkampWebsite | http://muhlenkamp.com |
Revenue | $2 million |
Employees | 11 (6 on RocketReach) |
Founded | 1978 |
Address | 5000 Stonewood Dr Suite 300, Wexford, Pennsylvania 15090, US |
Phone | (877) 935-5520 |
Fax | (724) 935-4720 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 24 Million |
Competitors | Federated Investors, Invesco PowerShares, Man Numeric, Payden & Rygel, Royce & Associates |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
Looking for a particular Muhlenkamp employee's phone or email?
The Muhlenkamp annual revenue was $2 million in 2024.
Anthony Muhlenkamp is the President of Muhlenkamp.
6 people are employed at Muhlenkamp.
Muhlenkamp is based in Wexford, Pennsylvania.
The NAICS codes for Muhlenkamp are [52393, 52, 5239, 523].
The SIC codes for Muhlenkamp are [62, 628].