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Building 2GARRISON MURPHY WEALTH MANAGEMENT, LLC

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Phone716-462-5468
NotebookSEC #801-113887
Total AUM
$255.1M
Employees
2
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
716-462-5468
Other Offices
1

ReceiptFinancials

Total AUM
$255.1M
Accounts
134
Discretionary
$255.1M
Accounts
134
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$850.2K
HNW Individual Clients
25
AUM
$207.6M
Pooled Vehicle Clients
2
AUM
$46.5M
Charitable Organization Clients
1
AUM
$100.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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