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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2018
- Office Locations
- 1
Office Locations
About Murphy Investment Advisors, Inc.
Murphy Investment Advisors, Inc. is a Pasadena, CA wealth manager founded in 1995, focused on conservative growth for individuals, trustees, businesses, and select organizations. Portfolios are built using a mix of low-cost mutual funds, ETFs, and individual stocks, alongside retirement and wealth-protection planning supported by a network of trust advisors and accountants. Led by President David Murphy Jr., formerly an SVP/portfolio manager at TCW.
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Owner & Executives
DAVID FREDERICK MURPHY
Chief Compliance Officer, President
- CRD
- #4180268
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $92,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $429,718,680 | 50.5% |
| Public Funds | $421,209,399 | 49.5% |
| Total | $850,928,079 | 100.0% |