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James Vincent Murphy

NEUENSCHWANDER ASSET MANAGEMENT, LLC·MCFARLAND, Wisconsin
Clean recordNEUENSCHWANDER ASSET MANAGEMENT, LLC
4893 LARSON BEACH RD, MCFARLAND, WI 53558CRD# 5429513Firm CRD# 125179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Vincent Murphy · MCFARLAND, WI
Registration
CRD #5429513 · NEUENSCHWANDER ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Vincent Murphy is a registered financial advisor based in MCFARLAND, Wisconsin, affiliated with NEUENSCHWANDER ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
NEUENSCHWANDER ASSET MANAGEMENT, LLC
NEUENSCHWANDER ASSET MANAGEMENT, LLC
AUM
$130M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NEUENSCHWANDER ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5429513
Firm CRD# 125179
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Vincent Murphy offer?
James Vincent Murphy specializes in Investment Management. Contact their office in MCFARLAND, Wisconsin for a consultation.
What are James Vincent Murphy's credentials?
James Vincent Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Vincent Murphy located?
James Vincent Murphy is based in MCFARLAND, Wisconsin, working with NEUENSCHWANDER ASSET MANAGEMENT, LLC. Their office serves clients in the MCFARLAND metropolitan area and surrounding communities.
How does James Vincent Murphy charge for services?
James Vincent 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 NEUENSCHWANDER ASSET MANAGEMENT, LLC?
NEUENSCHWANDER ASSET MANAGEMENT, LLC has approximately 3 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEUENSCHWANDER ASSET MANAGEMENT, LLC

Roy Ernest Neuenschwander
MCFARLAND, WI
Timothy James Neuenschwander
MCFARLAND, WI

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
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Research
Advisor Fees in WisconsinNational Fee Analysis
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