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James Jarvis Murchie

ENERGY INCOME PARTNERS LLC·WESTPORT, Connecticut
Clean recordENERGY INCOME PARTNERS LLC
10 WRIGHT STREET, WESTPORT, CT 06880-3115CRD# 2080728Firm CRD# 140799

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Jarvis Murchie · WESTPORT, CT
Registration
CRD #2080728 · ENERGY INCOME PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Jarvis Murchie is a registered financial advisor based in WESTPORT, Connecticut, affiliated with ENERGY INCOME PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ENERGY INCOME PARTNERS LLC
ENERGY INCOME PARTNERS
AUM
$4.8B
Regulatory assets under management
Employees
19
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2080728
Firm CRD# 140799
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Jarvis Murchie offer?
James Jarvis Murchie specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are James Jarvis Murchie's credentials?
James Jarvis Murchie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Jarvis Murchie located?
James Jarvis Murchie is based in WESTPORT, Connecticut, working with ENERGY INCOME PARTNERS LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does James Jarvis Murchie charge for services?
James Jarvis Murchie's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENERGY INCOME PARTNERS LLC?
ENERGY INCOME PARTNERS LLC has approximately 19 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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