$116.1M Total AUM
$116.1M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
13 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · US Bank · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-14-2013
- Office Locations
- 1
Office Locations
-- Ridgewood NJ
About NPM Consulting, LLC
NPM Consulting provides investment management, financial planning, and tax/administrative services for high-net-worth individuals and families. The firm specializes in portfolio management across complex family entities—foreign and domestic trusts, family limited partnerships, and similar structures—acting as a fiduciary. Portfolios span public funds and ETFs with a meaningful fixed-income allocation; custody includes Schwab and Vanguard.
Team overview
51 AVG AGE
$116.1M AVG AUM / ADVISOR
$7.3M AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
NEIL P MURPHY
Chief Compliance Officer, President
- CRD
- #2945357
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,069,734 | $2,036,311 |
| Non-Discretionary | $0 | -- |
| Total | $116,069,734 | $2,036,311 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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