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Daniel Clary Murphy

LODESTONE WEALTH MANAGEMENT LLC·SPOKANE, Washington
Clean recordLODESTONE WEALTH MANAGEMENT LLC
9 S WASHINGTON ST, SPOKANE, WA 99201CRD# 4418879Firm CRD# 151115

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Clary Murphy · SPOKANE, WA
Registration
CRD #4418879 · LODESTONE WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Clary Murphy is a registered financial advisor based in SPOKANE, Washington, affiliated with LODESTONE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LODESTONE WEALTH MANAGEMENT LLC
LODESTONE WEALTH MANAGEMENT LLC
AUM
$274M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LODESTONE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4418879
Firm CRD# 151115
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Clary Murphy offer?
Daniel Clary Murphy specializes in Financial Planning, Investment Management. Contact their office in SPOKANE, Washington for a consultation.
What are Daniel Clary Murphy's credentials?
Daniel Clary Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Clary Murphy located?
Daniel Clary Murphy is based in SPOKANE, Washington, working with LODESTONE WEALTH MANAGEMENT LLC. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Daniel Clary Murphy charge for services?
Daniel Clary Murphy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LODESTONE WEALTH MANAGEMENT LLC?
LODESTONE WEALTH MANAGEMENT LLC has approximately 4 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LODESTONE WEALTH MANAGEMENT LLC

Andrew Joseph Mcdirmid
SPOKANE, WA

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