Dunphy Wealth Management, Inc.

Dunphy Wealth Management, Inc. (CRD# 128622) is a financial advisory firm headquartered in Cincinnati, OH. They manage $8,601,384 in 77 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $111,706
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY, OH

Financial Advisors at Dunphy Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James M. Dunphy
CRD#: 4722688
1080 Nimitzview Drive, Suite 302, Cincinnati, OH 45230
90
Wealthminder
score

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. James Dunphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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