Wulf Bates & Murphy Inc (St. Louis)

Wulf Bates & Murphy Inc is an adviser based in St. Louis. It manages $10.6 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Missouri.

Wulf Bates & Murphy provides portfolio management for individuals and small businesses, market timing services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wulf Bates & Murphy: assets under management

The assets under management (AUM) of Wulf Bates & Murphy Inc is $10.6 million. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.1 million in discretionary accounts and $9.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $550 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $633.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wulf Bates & Murphy Inc for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wulf Bates & Murphy Inc

Charles Frederick Bates has been acting as President since 1 Feb 1986. Gregory Ralph Ranalletta joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Richard Wulf	Chief executive officer	1 Feb 1986	50% - 75%	850098
Charles Frederick Bates	President	1 Feb 1986	50% - 75%	844776
Gregory Ralph Ranalletta	Chief compliance officer	1 Oct 2004	Other	2447772

Based in St. Louis

The principal office where Wulf Bates & Murphy Inc performs its advisory services is located at 13537 Barrett Parkway Dr, St. Louis, MO 63021, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.