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J. MURPHY ASSET AND TAX MANAGEMENT
J. MURPHY ASSET MANAGEMENT, LLC
CRD 286006
1 SAWYER ROAD, WESTBROOK, ME, 04092, United States
Phone
207-879-1040
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$27.3M
Discretionary AUM
$27.3M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $14.1M |
All web addresses on file
Official SEC filing: View on IAPD