Trevor Williams is a CFA-designated registered investment advisor at Penn Mutual Asset Management, LLC, based in Horsham, PA, with 16 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $39B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
600 Dresher Road, Suite 100, Horsham, PA, 19044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trevor is a Managing Director and Portfolio Manager at Penn Mutual Asset Management since 2014. This is a full-time position, taking up 95% of his time during trading hours.
Employment History
Current Registrations
Penn Mutual Asset Management, LLC
Previous Registrations
Hornor, Townsend & Kent, LLCBroker
Foreside Fund Services, LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Carolina Capital Markets, INC.Broker
Constellation Investment Distribution Company INC.Broker
State Registrations1 state
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