G
$26.5M Total AUM
$26.5M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-04-2021
- Office Locations
- 1
Office Locations
-- Apple Valley MN
About Greater Good Financial
Greater Good Financial is a fiduciary, commission-free RIA providing tax-focused financial planning for real estate investors and charitable-minded clients. The firm builds purpose-driven portfolios with sustainable/impact investment options, primarily using ETFs, and custody through Schwab. A differentiator for partners: it donates a portion of profits to support its charitable mission.
Team overview
-- AVG AGE
$26.5M AVG AUM / ADVISOR
$400.8K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
Daniel John Murphy
Chief Compliance Officer, Owner
- CRD
- #5441938
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,451,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,451,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing