MURPHY INVESTMENT ADVISORS, INC.
Firm details
- Headquarters
- PASADENA, California
- CRD number
- 290611
- Website
- murphyadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Murphy Investment Advisors, Inc. is a privately owned corporate RIA that advises individual and family clients on a fee basis, charging a percentage of assets under management. The firm’s written advisory activity centers on portfolio management for individuals and small businesses and it also offers educational seminars and workshops. It does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or capital allocator. Owner control is individual rather than institutional, and the adviser is classified as unclassified in the snapshot data. Advisory relationships appear focused on direct discretionary portfolio management rather than running pooled or proprietary strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities70%
- Public Funds/Mutual Funds30%
Contacts
1 of 1DAVID MURPHY
President, CCOCRD 4180268
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PASADENA, CA
LOS ANGELES
Location
PASADENA, CA
Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 140 S Lake Ave
- Time zone
- PT (UTC-8)
- Office locations
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