CRD: 286006
J. Murphy Asset AND TAX Management
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · State Street · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2016
- Office Locations
- 2
Office Locations
About J. Murphy Asset AND TAX Management
J. Murphy Asset and Tax Management provides holistic wealth management that pairs investment strategy with tax planning, including retirement planning and portfolio shifts from accumulation to preservation. Recommendations are tailored to each client’s goals and risk tolerance, with long-term portfolios that, per public profile data, are primarily implemented with ETFs. Custody includes Schwab and Fidelity.
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Owner & Executives
JAMES RICHARD MURPHY
Chief Compliance Officer, Managing Member, President
- CRD
- #1512610
- Ownership
- 50% but less than 75%
JANE MARIE MURPHY
Investment Advisor Representative, Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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RUSSELL R ROBERTSON
Chief Compliance Officer, Owner
- CRD
- #5889672
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,288,877 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,288,877 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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