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Breene Murphy

Carbon Collective Investing, LLC

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About Breene Murphy

Breene Murphy is an investment advisor representative at Carbon Collective Investing, LLC, based in Laguna Beach, CA. Breene has been in the industry since March 2012 and holds the Series 65 license. Breene's experience includes roles at Engle + Murphy, EP Wealth Advisors, and Carbon Collective Investing, LLC.

Firm Information

Breene Murphy is currently registered with Carbon Collective Investing, LLC. Carbon Collective Investing, LLC is an investment advisor registered with the SEC. The firm is based in Oakland, CA and manages over $122 million in assets. Carbon Collective specializes in sustainable and impact investing, offering portfolio management for individuals, investment companies, and pooled investment vehicles. The firm also provides services to pension and profit-sharing plans.
Carbon Collective Investing, LLC

2648 INTERNATIONAL BLVD

OAKLAND, CA 94601

$122.87M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Breene Murphy’s Registration & Firm History

CA

11/16/2021 - Present

Carbon Collective Investing, LLC (Laguna Beach CA)

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Licenses & Designations

IA

Issued 11/04/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Breene Murphy.
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