Overview
Assets Under Management: $216 million
Headquarters: FISHKILL, NY
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Frequently Asked Questions
MURPHY WEALTH MANAGEMENT GROUP, INC. 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 #277161), MURPHY WEALTH MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
MURPHY WEALTH MANAGEMENT GROUP, INC. is headquartered in FISHKILL, NY.
MURPHY WEALTH MANAGEMENT GROUP, INC. serves 67 high-net-worth clients according to their SEC filing dated January 02, 2025. View client details ↓
According to their SEC Form ADV, MURPHY WEALTH MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
MURPHY WEALTH MANAGEMENT GROUP, INC. manages $216 million in client assets according to their SEC filing dated January 02, 2025.
According to their SEC Form ADV, MURPHY WEALTH MANAGEMENT GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 838
Discretionary Accounts: 838
Regulatory Filings
CRD Number: 277161
Last Filing Date: 2025-01-02 00:00:00
Website: https://murphywealth.com