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- Custodian
- Charles Schwab & Company · Nationwide · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2008
- Office Locations
- 1
Office Locations
About Right Brain Money
Right Brain Money is a fiduciary RIA providing ongoing financial planning and portfolio management built from detailed discussions of goals, risk, liquidity, taxes, and insurance. The firm serves individuals, including business owners and entrepreneurs, and primarily implements portfolios with ETFs alongside fixed income. Custody includes Charles Schwab, and prospects can book a complimentary consultation online.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
KRISTEN SKY MURPHY
--
- CRD
- --
- Ownership
- 50% but less than 75%
SHAWN ALAN MURPHY
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5587582
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,087,142 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,087,142 | -- |
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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 |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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