T.M. Murphy Investment Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 120132
- Custodians
- BROKERAGE
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI70.05%
- Individuals29.95%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
T.M. Murphy Investment Management, Inc. is an independent, individually owned registered investment adviser that serves primarily individual and family clients and small businesses. The firm provides financial planning and discretionary portfolio management and charges clients by a percentage of assets under management and for some services on an hourly basis. It does not position itself as a capital allocator or an active ESG investor, and it appears to operate locally rather than as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents7%
- Exchange Traded Equities1%
- US Government Bonds1%
Contacts
1 of 1Thomas Murphy
PresidentCRD 2306011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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