DM
DM

David Murphy

24 Years of Experience
Pasadena, CA

David Murphy is a registered investment advisor at Murphy Investment Advisors, INC., based in Pasadena, CA, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 34 clients with $78M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
34 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$78.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable at the sole discretion of Murphy Investment Advisors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

140 S. Lake Avenue, Suite 223, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Murphy Investment Advisors, INC.
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Murphy Investment Advisors INC
August 2017 - December 2017 · 4 mos
Tcw Funds DistributorsBroker
October 2000 - April 2016 · 15 yrs 6 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.