MURPHY WEALTH MANAGEMENT GROUP

60 Merritt Blvd.
Suite 106
Fishkill, New York 12524
Tel: 845-226-1200

About MURPHY WEALTH MANAGEMENT GROUP

MURPHY WEALTH MANAGEMENT GROUP, formally registered with the SEC as MURPHY WEALTH MANAGEMENT GROUP. The firm was established in 01/03/2017. They have over 1 offices throughout the country.

MURPHY WEALTH MANAGEMENT GROUP is a Fishkill, New York based Financial Planning firm with nearly $215,956,501 assets under management, offering retirement planning & investment advisory services to 838 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	277161
SEC#	801-108780
Assets Managed by Firm	$215,956,501
No. of Clients	838
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	838	$215,956,501
Individuals (other than high net worth individuals)	297	$96,771,381
High net worth individuals	67	$114,935,626
Pension and profit sharing plans	18	$4,249,494

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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