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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2020
- Office Locations
- 1
Office Locations
About MWM Advisory Group, LLC
Murphy Wealth Management is a Northwest Indiana RIA providing integrated wealth management, tax planning, and estate planning for individuals, families, and businesses. The firm emphasizes multigenerational planning and portfolio management that commonly uses ETFs and fixed income. Differentiator for partners: tax and estate advice is delivered in-house, not referred out.
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Owner & Executives
AMBER FAITH MURPHY
Agent, Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
JOSEPH RICHARD MURPHY
Chief Compliance Officer, Financial Advisor, Managing Member, Senior Portfolio Manager
- CRD
- #3241119
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,372,639 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,372,639 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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