AdvisorOS Directory
Claim Profile
JM

Jeremy M Murphy

MUNIFI, LLC·HERMOSA BEACH, California
Unclaimed Profile
555 PIER AVENUE, HERMOSA BEACH, CA 90254CRD# 4824161Firm CRD# 331613
01

About

Jeremy M Murphy is a registered financial advisor based in HERMOSA BEACH, California, affiliated with MUNIFI, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MUNIFI, LLC
MUNIFI, LLC
AUM
$20K
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MUNIFI, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4824161
Firm CRD# 331613
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HERMOSA BEACH?

Browse all registered financial advisors in HERMOSA BEACH, California or claim this profile if it's yours.

Browse HERMOSA BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeremy M Murphy offer?
Jeremy M Murphy specializes in Investment Management, Fee-Only Advisory. Contact their office in HERMOSA BEACH, California for a consultation.
What are Jeremy M Murphy's credentials?
Jeremy M Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy M Murphy located?
Jeremy M Murphy is based in HERMOSA BEACH, California, working with MUNIFI, LLC. Their office serves clients in the HERMOSA BEACH metropolitan area and surrounding communities.
How does Jeremy M Murphy charge for services?
Jeremy M Murphy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUNIFI, LLC?
MUNIFI, LLC has approximately 1 employees and manages $20K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HERMOSA BEACH
Jerry Katz — MARLIN MANAGEMENT COMPANY, LLCDavid Michael Mcgovern — MARLIN MANAGEMENT COMPANY, LLCCorina Mcgovern — MARLIN MANAGEMENT COMPANY, LLCFrancis John Alexander — JACOB ASSET MANAGEMENT OF NEW YORK LLCPeter Joseph Nolan — NOLAN MANAGEMENT LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile