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 a privately owned limited liability company that has been SEC-registered since 2000 and serves individual and family clients. The firm’s primary activity is discretionary portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and through fixed-fee arrangements. Filings indicate the adviser is not organized as a capital allocator, is not a pension consultant, and does not identify as an active ESG investor or 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 Equities45%
- US Government Bonds24%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1AARON BANKE
Chief Operating OfficerCRD 5426230
Contacts
3 of 4Zachary Wallace
Investment AdviserCRD 6858310
JOHN MURPHY
Investment Adviser and PrincipalCRD 1871913
THOMAS POHLAD
PrincipalCRD 4508331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$6.5M in ETFs
66%
$4.3M
28%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $1.2M | 5,999 | 18.05% |
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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