Overview

Muhlenkamp and Company is an Investment Management firm that manages the Muhlenkamp Fund, part of the Managed Portfolio Series of trusts offered by USBank; and 70 Separately Managed Accounts custodied at Schwab Institutional. We are expanding our services to include wealth management/financial planning. We can provide the RIA with Compliance, Operations, and Marketing and we are looking for an RIA that is experienced and eager to work where he is most effective; helping clients achieve financial independence.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

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