Murphy Pohlad Asset Management LLC
Firm details
- Headquarters
- Eden Prairie, Minnesota
- CRD number
- 109973
- Registered since
- March 24, 2000
- Website
- www.murphyllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI94.98%
- Charitable Organizations3.24%
- Individuals1.4%
- Corporations / Businesses0.38%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Murphy Pohlad Asset Management LLC is an independent, owner-operated RIA that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm is registered with the SEC (registered in 2000) and charges clients on a percentage-of-AUM basis as well as via fixed fees. Its stated advisory activity centers on discretionary portfolio management for individual and small-business clients. The firm does not present itself as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser.
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 Equities47%
- Public Funds/Mutual Funds23%
- US Government Bonds20%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$8.5M in ETFs
71%
$6.1M
25%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $1.3M | 6,246 | 15.81% |
Location
Eden Prairie, MN
Hennepin
Location
Eden Prairie, MN
Headquartered in Eden Prairie, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 7480 Flying Cloud Dr
- Time zone
- CT (UTC-6)
- Office locations
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