Connor Francis Murphy

Cachetech

8 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Cachetech

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

5 clients

Average Client Portfolio

$134.3M average

Assets Under Management

$671.7M

Fee Structure

Financial Planning:Investment management only

Location

701 S Main St, Ste 400, Logan, UT, 84321

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Cachetech

March 2024 - Present · 1 yr 11 mos

Previous Registrations

Charles Schwab Investment Management, INC

March 2022 - February 2024 · 1 yr 11 mos

Charles Schwab Investment Advisory, INC

January 2018 - March 2022 · 4 yrs 2 mos

Schwab Wealth Investment Advisory, INC.

May 2017 - January 2018 · 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.