Trevor M Williams
Investment adviser representative at Penn Mutual Asset Management, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$42.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Hornor, Townsend & Kent, LLCMay 2021 to now
- Penn Mutual Asset Management, LLCDec 2017 to now
- Foreside Fund Services, LLCSep 2017 to now
- Penn MutualSep 2014 to now
- Hornor Townsend & Kent IncSep 2014 to Sep 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
Penn Mutual Asset Management, LLC
$42.3BAssets managed
35Clients
1Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4614810
- Firm CRD
- 107518