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
Dunphy Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management15MILLION
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Total Number of Accounts47ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KY, OH, TX
Financial Advisors at Dunphy Wealth Management, Inc.
1
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.
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