Penn Mutual Asset Management, LLC
Conshohocken, PA·SEC-registered · CRD #107518
Penn Mutual Asset Management, LLC is an SEC-registered investment advisory firm in Conshohocken, PA managing $42B across 35 client accounts, with 30 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$42B
Client accounts
35
Advisory staff
30
Fee model
Fee-only
How Penn Mutual Asset Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Penn Mutual Asset Management, LLC
How much does Penn Mutual Asset Management, LLC manage?
Per its most recent SEC Form ADV filing (04/01/2026), Penn Mutual Asset Management, LLC reports $42B in regulatory assets under management across roughly 35 client accounts.
How does Penn Mutual Asset Management, LLC charge?
Penn Mutual Asset Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Penn Mutual Asset Management, LLC a fiduciary?
Yes. Penn Mutual Asset Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #107518), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Penn Mutual Asset Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Penn Mutual Asset Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Penn Mutual Asset Management, LLC's public SEC Form ADV filing (CRD #107518, filed 04/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Penn Mutual Asset Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Penn Mutual Asset Management, LLC? Claim this profile.