Unclaimed Profile

Leo John Murphy

ALAMAR CAPITAL MANAGEMENT, LLC·SANTA BARBARA, California

Clean recordALAMAR CAPITAL MANAGEMENT, LLC

200 E CARRILLO, SANTA BARBARA, CA 93101CRD# 2962473Firm CRD# 154413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leo John Murphy · SANTA BARBARA, CA

Registration

CRD #2962473 · ALAMAR CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Leo John Murphy is a registered financial advisor based in SANTA BARBARA, California, affiliated with ALAMAR CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

ALAMAR CAPITAL MANAGEMENT, LLC

AUM

$228M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALAMAR CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2962473

Firm CRD# 154413

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Leo John Murphy offer?

Leo John Murphy specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SANTA BARBARA, California for a consultation.

What are Leo John Murphy's credentials?

Leo John Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leo John Murphy located?

Leo John Murphy is based in SANTA BARBARA, California, working with ALAMAR CAPITAL MANAGEMENT, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Leo John Murphy charge for services?

Leo John 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 ALAMAR CAPITAL MANAGEMENT, LLC?

ALAMAR CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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