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| Garrison Murphy Wealth Management LLC
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|
|---|---|
| CRD # | 298004 |
| SEC # | 801-113887 |
| CIK # | |
| AUM | $191.4 MM (2023-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 716-462-5468 |
| Address | 8 Victoria Heights East Aurora, NY 14052 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.6 |
| (b) Individuals (high net worth individuals) | 26 | 190.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 145 | 191.4 |
| By Discretionary | ||
| Discretionary | 145 | 191.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 145 | 191.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.4 | |
| Total | 145 | 191.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Magnolia Capital Management Ltd
✚
|
NY | 0.2 |
|
Integrated Capital Management Inc
✚
|
PA | 0.2 |
|
Smith Brown & Groover Inc
✚
|
GA | 0.2 |
|
Hickory Asset Management Inc
✚
|
OH | 0.2 |
|
United Financial Planning Group LLC
✚
|
NY | 0.2 |
|
Portico Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Focus Wealth Advisors LLC
✚
|
TX | 0.2 |
|
Miller Capital Partners Inc
✚
|
MI | 0.2 |
|
AJ Advisors LLC
✚
|
TN | 0.2 |
|
McBrearty Capital Management Inc
✚
|
TN | 0.2 |