G
CRD: 298004
Garrison Murphy Wealth Management, LLC
East Aurora, NY
7164625468
$255.1M Total AUM
$255.1M Disc. AUM
9.8% 3Y CAGR
2 Employees
29 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-27-2018
- Office Locations
- 2
Office Locations
50 Fountain Plaza Suite 1400 Buffalo NY
-- East Aurora NY
About Garrison Murphy Wealth Management, LLC
Garrison Murphy Wealth Management, LLC is a East Aurora-based RIA with 2 offices. The firm has been operating for 7 years. Managing $255.1M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
53 AVG AGE
$127.5M AVG AUM / ADVISOR
$8.8M AVG AUM / CLIENT
4.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
Element fusion
Investment Themes
Optima
Investment Vehicles
Value Harbor
Services
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Owner & Executives
N
NICKOLE MARIE GARRISON
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #6155263
- Ownership
- Less than 5%
(972) 692-5386
timber.harbor@insightcapital.com
in linkedin.com/in/timber-peak
T
TODD ROBERT MURPHY
Chief Investment Officer, Managing Member, President
- CRD
- #3102782
- Ownership
- Less than 5%
(790) 773-5292
vector.timber@eaglecapital.com
in linkedin.com/in/prime-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,072,234 | $1,903,524 |
| Non-Discretionary | $0 | -- |
| Total | $255,072,234 | $1,903,524 |
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Separately Managed Accounts
Total SMA Asset: $208,556,759
Public Funds:
23.3% Private Funds:
28.5% Equity - Exchange:
19.7% Cash:
28.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,762,480,721 | 23.3% |
| Private Funds | $2,155,824,057 | 28.5% |
| Equity - Exchange | $1,490,166,103 | 19.7% |
| Cash | $2,155,824,057 | 28.5% |
| Total | $7,564,294,938 | 100.0% |