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Building 2MURPHY WEALTH MANAGEMENT GROUP

Map pinFISHKILL, NY
Phone845-226-1200
NotebookSEC #801-108780
Total AUM
$251.9M
Employees
6
Clients
384

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 MERRITT BLVD.
SUITE 106
FISHKILL
NY 12524
United States
Operating Hours
9:00 AM - 5:00 PM
M - TH: 8:30 AM - 5 PM AND FRI. 8:30 AM - 1 PM
Phone
845-226-1200

ReceiptFinancials

Total AUM
$251.9M
Accounts
860
Discretionary
$251.9M
Accounts
860
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
287
AUM
$93.3M
HNW Individual Clients
80
AUM
$154.2M
Pension/Profit Sharing Plan Clients
17
AUM
$4.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLGAMANCNHNYSCVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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