Dunphy Wealth Management, Inc.

Dunphy Wealth Management, Inc. (CRD# 128622) is a financial advisory firm headquartered in Cincinnati, OH. They manage $14,914,113 in 47 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1080 Nimitzview Drive, Suite 302, Cincinnati, OH 45230
http://dunphywm.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $317,322
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, OH, TX

Financial Advisors at Dunphy Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James Dunphy, financial advisor Cincinnati OH
James M. Dunphy
CRD#: 4722688
1080 Nimitzview Drive, Suite 302, Cincinnati, OH 45230

James Dunphy (CRD# 4722688) is an Investment Advisor Representative working at Dunphy Wealth Management, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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