J. MURPHY ASSET AND TAX MANAGEMENT

J. MURPHY ASSET AND TAX MANAGEMENT of WESTBROOK, ME is an SEC-registered investment adviser (CRD 286006). Regulatory assets under management: $27.3M.

Registration

• CRD: 286006
• Type: Registered investment adviser
• Location: 1 SAWYER ROAD, WESTBROOK, ME, 04092
• Phone: 207-879-1040
• Latest filing: 2026-02-09
• Regulatory AUM: $27.3M
• Discretionary AUM: $27.3M
• Clients: 3
• Accounts: 137

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286006 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search