The GARRISON MURPHY WEALTH MANAGEMENT is a privately held investment adviser that advises $255.07mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. GARRISON MURPHY WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 45.31% over the last 5-years.
The Group has been registered with the SEC for 7.93 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 50 FOUNTAIN PLAZA SUITE 1400 PMB#198, BUFFALO, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $255.07mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $207.61mn or 81.39% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $46.52mn or 18.24% of Total Assets.
The Group's top investment strategies include Derivatives, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
GARRISON MURPHY WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.