Overview
Assets Under Management: $136 million
Headquarters: SMITHTOWN, NY
High-Net-Worth Clients: 141
Average Client Assets: $734,836
Frequently Asked Questions
MURPHY & MULLICK CAPITAL MANAGEMENT CORP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328629), MURPHY & MULLICK CAPITAL MANAGEMENT CORP is subject to fiduciary duty under federal law.
MURPHY & MULLICK CAPITAL MANAGEMENT CORP is headquartered in SMITHTOWN, NY.
MURPHY & MULLICK CAPITAL MANAGEMENT CORP serves 141 high-net-worth clients according to their SEC filing dated November 14, 2024. View client details ↓
According to their SEC Form ADV, MURPHY & MULLICK CAPITAL MANAGEMENT CORP offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MURPHY & MULLICK CAPITAL MANAGEMENT CORP manages $136 million in client assets according to their SEC filing dated November 14, 2024.
According to their SEC Form ADV, MURPHY & MULLICK CAPITAL MANAGEMENT CORP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.01
Average High-Net-Worth Client Assets: $734,836
Total Client Accounts: 292
Discretionary Accounts: 292
Regulatory Filings
CRD Number: 328629
Last Filing Date: 2024-11-14 00:00:00
Website: https://osaicwealth.com