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MURPHY & SYLVEST
13760 Noel Road
Suite 300
Dallas, Texas 75240
Tel: (214) 373-8362
About MURPHY & SYLVEST
MURPHY & SYLVEST, formally registered with the SEC as MURPHY & SYLVEST. The firm was established in 05/03/2018. They have over 2 offices throughout the country.
MURPHY & SYLVEST is a Dallas, Texas based Financial Planning firm with nearly $321,328,128 assets under management, offering retirement planning & investment advisory services to 1073 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165130 |
| SEC# | 801-113128 |
| Assets Managed by Firm | $321,328,128 |
| No. of Clients | 1073 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (SOLICITOR'S FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1073 | $321,328,128 |
| Individuals (other than high net worth individuals) | 252 | $80,300,048 |
| High net worth individuals | 107 | $240,912,656 |
| Charitable organizations | 1 | $115,424 |
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