Penn Mutual Asset Management (PMAM) offers investment management services to affiliated insurance companies, third-party U.S. institutional clients, registered investment companies, private funds, separately managed portfolios, and other pooled investment vehicles. PMAM manages client investment portfolios based on various investment strategies and may retain independent investment advisors to manage a portion or all of client investment portfolios. PMAM also offers a fee-based advisory wrap program.
Assets Under Management$39B
Clients40
Advisors1
Avg. per Client$980M
Avg. per Advisor$39B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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