Overview
Assets Under Management: $216 million
Headquarters: FISHKILL, NY
High-Net-Worth Clients: 67
Average Client Assets: $2 million
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