MURPHY INVESTMENT ADVISORS, INC.

RIASEC Registered
Total AUM
$92M
Discretionary
$92M
100% of AUM
Avg account
$852K
Accounts
108
Employees
1
Advisory reps
1

Firm details

Headquarters
PASADENA, California
CRD number
290611
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Public Funds/Mutual Funds 30%70%
  • Exchange Traded Equities70%
  • Public Funds/Mutual Funds30%

Contacts

1 of 1
  • DAVID MURPHY

    President, CCOCRD 4180268

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth