DUNPHY WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 128622
- Website
- www.dunphywm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI79.57%
- Individuals20.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dunphy Wealth Management, Inc. operates as an independent, proprietor-owned registered investment adviser serving individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses, and its principal business activity is listed as accounting. It charges clients by a percentage of assets under management and may also bill on an hourly basis. The firm does not position itself as a capital allocator, is not active on ESG mandates, and is not a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Non-Exchange Traded Equities28%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Owners & executives
1 of 1SANDRA PERROTTI-DUNPHY
Chief Compliance OfficerCRD 6184311
Contacts
1 of 1JAMES DUNPHY
Founder and PresidentCRD 4722688
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 1080 Nimitzview Dr
- Time zone
- ET (UTC-5)
- Office locations
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