Penn Mutual Asset Management, LLC

Overview

Penn Mutual Asset Management, LLC is an SEC registered investment adviser based in Conshohocken, PA, registered since 1990. It reports $42.3B in assets under management across 35 accounts, with 30 employees. It has 1 investment adviser representatives.

Reported AUM

$42.3B

Discretionary

100%

Accounts

35

Average account

$1.2B

Employees

30

Advisory reps

1

Registered since

1990

Jurisdictions

2

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• Insurance Companies
• Investment Companies

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 5

• David Michael O'Malley Chairman of the Board of Managers CRD 4468593
• Keith Gordon Huckerby Chief Operating Officer, Manager of Board of Managers CRD 2641591
• Victoria Marie Robinson Chief Compliance Officer, Manager of Board of Managers CRD 4556827

2 more executive officers, with direct contact details

Advisory reps 1 of 1

• Trevor M Williams Investment Adviser Rep CRD 4614810

Location

Headquarters

161 Washington St Ste 1111
Conshohocken, PA 19428

County

Montgomery

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: pennmutualam.com

Every state, with registration dates

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