J. Murphy Asset And Tax Management

J. Murphy Asset And Tax Management (CRD# 286006) is a financial advisory firm headquartered in Westbrook, ME. They manage $23,600,415 in 143 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
306 Bridgton Rd., Westbrook, ME 04092
http://www.jmurphytax.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $165,038
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ME

Financial Advisors at J. Murphy Asset And Tax Management
Showing 1 - 2 of 2 top financial advisors.
1
James Murphy, financial advisor Westbrook ME
James R. Murphy
CRD#: 1512610
306 Bridgton Rd., Westbrook, ME 04092

James Murphy (CRD# 1512610) is an Investment Advisor Representative working at J. Murphy Asset And Tax Management in Westbrook, ME and has over 22 years of experience in the finance industry.

2
Michael Pate, financial advisor Westbrook ME
Michael S. Pate
CRD#: 6269987
306 Bridgton Rd., Westbrook, ME 04092

Michael Pate (CRD# 6269987) is an Investment Advisor Representative working at J. Murphy Asset And Tax Management in Westbrook, ME and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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