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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-15-2021
- Office Locations
- 1
Office Locations
About Strongside Asset Management LLC
Strongside Asset Management is an independent, fee-only fiduciary firm delivering flat-fee financial planning and investment management for individuals, ESOP participants, and real estate investors focused on financial independence and generational wealth. The team uses an evidence-based, long-term approach across equities, fixed income, and real estate, and is positioned as a rollover specialist for 401(k)s, stock options, and ESOP plans, with Schwab as a custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Tyler Scott Murphy
Chief Compliance Officer, Managing Member, President
- CRD
- #6794541
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,639,254 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,639,254 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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