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Murphy Wealth Management Group Inc
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CRD # | 277161 |
SEC # | 801-108780 |
CIK # | |
AUM | $177.4 MM (2024-01-04) |
Employees | 6 (33% Investors, 33% Brokers) |
Phone | 845-226-1200 |
Address | 60 Merritt Blvd Fishkill, NY 12524 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 318 | 101.6 |
(b) Individuals (high net worth individuals) | 43 | 72.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 18 | 3.3 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 816 | 177.4 |
By Discretionary | ||
Discretionary | 816 | 177.4 |
Non-Discretionary | 0 | 0.0 |
Total | 816 | 177.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 177.4 | |
Total | 816 | 177.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Openair Financial LLC
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|
TX | 0.2 |
Concorde Financial Resources I Inc
✚
|
NC | 0.2 |
Lobscouser II LLC
✚
|
MO | 0.2 |
Gragg & Gragg LLP
✚
|
NC | 0.2 |
Entelechy LLC
✚
|
MD | 0.2 |
The Putney Financial Group LLC
✚
|
CA | 0.2 |
Legacy Planning Advisors LLC
✚
|
GA | 0.2 |
Prosperity Wealth Planning LLC
✚
|
CA | 0.2 |
Piedmont Capital Management LLC
✚
|
MT | 0.2 |
Elderado Financial Inc
✚
|
CO | 0.2 |