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Last updated on Aug. 7, 2019
    • $36.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 135K
    • $270.4K
      Estimated Average Account Balance


Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.


Current Advisors

# of advisors


name start date
Joshua Austin Scheinker
April 2009
David Michael Mullan
May 2007
Michael D Dadko
September 2016
Robert John Banasiak
April 2013
Robert Pratt Wheeler
July 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Fig Partners, LLC Dual Registrant $37,000,000
    Janney Capital Management LLC IAR $3,037,623,796
    Penn Mutual Asset Management, LLC IAR $24,810,527,911
    The Penn Mutual Life Insurance Company -- --



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Eliot Daniel Duhan Chief Compliance Officer November, 2018 less than 5%
      David Michael Mullan Principal Operations Officer October, 2018 less than 5%
      Jessica Ellen Lempa Ia Cco May, 2018 less than 5%
      Scott Charles Bellicini Rosfp December, 2017 less than 5%
      Daneen Elizabeth Downey Deputy General Counsel June, 2015 less than 5%
      David Michael O'Malley Director November, 2014 less than 5%
      Eileen Claire Mcdonnell Director January, 2010 less than 5%
      Jerome Francis Jr Lombard Executive Officer July, 2003 less than 5%
      Gregory Burns Mcshea General Counsel December, 2012 less than 5%
      Anthony Mathew Miller Senior Vice President, Treasurer, Financial Operations Principal December, 2007 less than 5%
      Timothy Charles Scheve President/Ceo/Manager August, 2007 less than 5%
        Source: SEC


        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Commissions
        • Other