Claim Profile
RM

Robert Mulholand Murphy

VELA INVESTMENT MANAGEMENT, LLC·NEW ALBANY, Ohio
Unclaimed Profile
220 MARKET STREET SUITE 208, NEW ALBANY, OH 43054CRD# 5145799Firm CRD# 306678
01

About

Robert Mulholand Murphy is a registered financial advisor based in NEW ALBANY, Ohio, affiliated with VELA INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
VELA INVESTMENT MANAGEMENT, LLC
VELA INVESTMENT MANAGEMENT, LLC
AUM
$398M
Regulatory assets under management
Employees
25
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: MINIMUM FEES
Regulatory
SEC/IARD CRD# 5145799
Firm CRD# 306678
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW ALBANY?

Browse all registered financial advisors in NEW ALBANY, Ohio or claim this profile if it's yours.

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 Robert Mulholand Murphy offer?
Robert Mulholand Murphy specializes in Financial Planning, Investment Management. Contact their office in NEW ALBANY, Ohio for a consultation.
What are Robert Mulholand Murphy's credentials?
Robert Mulholand Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Mulholand Murphy located?
Robert Mulholand Murphy is based in NEW ALBANY, Ohio, working with VELA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the NEW ALBANY metropolitan area and surrounding communities.
How does Robert Mulholand Murphy charge for services?
Robert Mulholand Murphy's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: minimum fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VELA INVESTMENT MANAGEMENT, LLC?
VELA INVESTMENT MANAGEMENT, LLC has approximately 25 employees and manages $398M 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 →
Browse by specialty