P
$6.8M Total AUM
$6.8M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-23-2020
- Office Locations
- 1
Office Locations
-- Philadelphia PA
About Pocket Project
Pocket Project is a Philadelphia-based, fee-only fiduciary RIA providing flat-fee financial planning for early-career physicians. Services cover cash flow, tax and insurance planning, student loan and home-buying guidance, estate planning, and included investment management without AUM fees. Founder Logan Murray holds CFP®, EA, RICP®, and CSLP® designations; custody includes Schwab and Altruist.
Team overview
-- AVG AGE
$6.8M AVG AUM / ADVISOR
$152.1K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
LOGAN ALEXANDER MURRAY
Chief Compliance Officer, Founder
- CRD
- #6436032
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,843,748 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,843,748 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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