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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Beacon momentumEmber +more
- Established Date
- 09-29-2015
- Office Locations
- 1
Office Locations
About Murphy Wealth Management Group
Murphy Wealth Management Group is a Fishkill, NY-based wealth management and financial planning firm that builds personalized strategies around clients’ family goals, retirement planning, legacy needs, and risk tolerance. The team pairs planning with investment recommendations and portfolio construction—often implemented with publicly traded funds and ETFs—and offers an online risk-profile questionnaire to help calibrate portfolios.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL JAMES MURPHY JR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1613634
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Matthew Francis Brady
--
- CRD
- #6878183
CONNOR PETER BRIGGS
Wealth Advisor
- CRD
- #6718823
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,868,217 | $292,870 |
| Non-Discretionary | $0 | -- |
| Total | $251,868,217 | $292,870 |
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Separately Managed Accounts
Total SMA Asset: $251,868,217
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,783,061,412 | 35.1% |
| Equity - Exchange | $2,331,111,268 | 29.4% |
| Cash | $2,814,777,211 | 35.5% |
| Total | $7,928,949,891 | 100.0% |