T
$36.5M Total AUM
$36.5M Disc. AUM
-- 3Y CAGR
1 Employees
159 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-18-1995
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About T.m. Murphy Investment Management, Inc.
T.m. Murphy Investment Management, Inc. is a SAN Diego-based RIA. The firm has been operating for 31 years. Managing $36.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and US Bank.
Team overview
-- AVG AGE
$36.5M AVG AUM / ADVISOR
$229.7K AVG AUM / CLIENT
31 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
THOMAS Morgan MURPHY
Owner, Partner, President
- CRD
- #2306011
- 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 | $36,526,185 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,526,185 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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