Jeremy Murphy
Advisor at Munifi, LLC — Hermosa Beach, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 66
Experience Industry experience
2 years
Location
Hermosa Beach, CA 90254
Munifi, LLC
Independent
Total advisors
1Clients per advisor
7 LowAvg AUM per client
$28,270 Very LowHNW client ratio
71% Very HighJeremy Murphy is the CEO of Civic Innovations, a technology holding company that owns Munifi, LLC, where he serves as the sole advisor. He is also the president of Clicktripz LLC, a travel technology company, and serves on the board of Research Solutions, a document management and analytics firm. Murphy holds Series 65 and Series 66 licenses and has two years of experience in financial advising. Munifi, LLC provides automated, algorithm-driven portfolio management through an online platform for individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on mutual funds, ETFs, and fixed-income securities, emphasizing municipal bonds, and uses quantitative models and modern portfolio theory to guide investment decisions.
$0 - $49,999: 0.40% $50,000 - $99,999: 0.30% $100,000 - $249,999: 0.25% $250,000 - $499,999: 0.20% $500,000+: 0.15%
Hermosa Beach, CA
555 Pier Avenue, Suite C
Hermosa Beach CA 90254
Advisors at this office
1
California
2 years of industry experience
Munifi, LLC
2024 - Present • 2 years
Hermosa Beach, CA
Civic Innovations, inc.
2023 - Present • 3 years
Palos Verdes Estates, CA
Clicktripz, LLC
2015 - Present • 11 years
Hermosa Beach, CA
GOLDMAN SACHS
2004 - Present • 22 years
Los Angeles, CA
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