Brian
Murphy
Multnomah Group, Inc
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About this Advisor
Brian Murphy is a financial advisor based in Staten Island, New York, working with Multnomah Group, Inc. Brian has previously held positions at Multnomah Group, Inc and Portfolio Evaluations, Inc. Brian has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Brian is part of Multnomah Group, Inc, which operates out of Staten Island, New York. The firm has 23 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Multnomah Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Multnomah Group, Inc Brokerage Details
$1,305,357,629
23
315
$4,143,992
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Murphy Work History
Multnomah Group, Inc
Portfolio Evaluations, Inc
Disclosures
Please visit the SEC profile of Brian Murphy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Multnomah Group, Inc
Staten Island, NY
Portland, OR
Bellingham, WA
Portland, OR
Portland, OR
Rosharon, TX
Portland, OR
Orinda, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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