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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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