Murphy Pohlad Asset Management LLC

RIASEC RegisteredEst. 2000
Total AUM
$640M
Discretionary
$640M
100% of AUM
Avg account
$2M
Accounts
320
Employees
8
Advisory reps
4

Firm details

Headquarters
Eden Prairie, Minnesota
CRD number
109973
Registered since
March 24, 2000
Website
www.murphyllc.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI94.98%
  • Charitable Organizations3.24%
  • Individuals1.4%
  • Corporations / Businesses0.38%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Murphy Pohlad Asset Management LLC is an independent registered investment adviser formed in 2000 and structured as an LLC. It serves primarily individual and family clients, offering portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also uses fixed fees for some engagements. It does not identify as an ESG-focused manager, and it is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, Public Funds/Mutual Funds 23%, US Government Bonds 20%, Cash & Cash Equivalents 10%47%
  • Exchange Traded Equities47%
  • Public Funds/Mutual Funds23%
  • US Government Bonds20%
  • Cash & Cash Equivalents10%

Contacts

3 of 4
  • Zachary Wallace

    Zachary Wallace

    Investment AdviserCRD 6858310

  • John Murphy

    John Murphy

    Investment Adviser and PrincipalCRD 1871913

  • Thomas Pohlad

    Thomas Pohlad

    PrincipalCRD 4508331

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 13

Active vs passive

$6.6M in ETFs

Passive

61%

$4M

Active

31%

$2.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD VALUE INDEX FUND (VTV)VanguardPassiveLarge Value$1.3M5,78119.04%
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Location

Primary office

Eden Prairie, MN

Hennepin

Location

Eden Prairie, MN

Headquartered in Eden Prairie, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
7480 Flying Cloud Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth