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            Business ProfileforMuhlenkamp & Company, Inc.

            Financial Planning Consultants
            BBB accredited business

            At-a-glance

            Customer Reviews

            This business has 0 reviews

            Customer Complaints

            This business has 0 complaints

            BBB Rating & Accreditation

            Accredited Since: 3/5/2021

            Years in Business: 47

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Rating

            Overview

            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.

            Business Details

            BBB File Opened:
            12/26/1995
            Years in Business:
            47
            Business Started:
            1/1/1977
            Business Started Locally:
            1/1/1978
            Business Incorporated:
            8/17/1981
            Accredited Since:
            3/5/2021
            Licensing Information:
            This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
            BBB records show a license number of 2507294 for this business, issued by Financial Industry Regulatory Authority (FINRA)

            These agencies may include:

            Financial Industry Regulatory Authority (FINRA)

            1735 K Street

            Washington DC 20006

            (800) 289-9999

            http://www.finra.org

            Type of Entity:
            Corporation
            Business Management
            • Mr. Anthony Muhlenkamp, President
            • Ms. Michelle Orphall, Administrative and Marketing
            Contact Information

            Principal

            • Mr. Anthony Muhlenkamp, President

            Customer Contact

            • Ms. Michelle Orphall, Administrative and Marketing
            Additional Contact Information

            Fax Numbers

            • (724) 935-4720
              Primary Fax

            Website Addresses

            Customer Complaints

            0 Customer Complaints

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            Customer Reviews

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            Local BBB

            Better Business Bureau of Western Pennsylvania

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