Overview

Assets Under Management: $578 million
Headquarters: EDEN PRAIRIE, MN
High-Net-Worth Clients: 268
Average Client Assets: $2 million

Services Offered

Services: Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 268
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.02
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 309
Discretionary Accounts: 308
Non-Discretionary Accounts: 1

Regulatory Filings

CRD Number: 109973
Last Filing Date: 2025-01-31 00:00:00
Website: https://murphyllc.com