M
CRD: 127104
Muhr Advisory Group
Clayton, CA, 94517
9167059900
$55.1M Total AUM
$43.0M Disc. AUM
-- 3Y CAGR
1 Employees
185 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-23-2003
- Office Locations
- 1
Office Locations
6200 Center Street Suite 240 Clayton CA
About Muhr Advisory Group
Muhr Advisory Group is a Clayton-based RIA. The firm has been operating for 22 years. Managing $55.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$55.1M AVG AUM / ADVISOR
$298.0K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Capital
Investment Themes
Summit peak Fusion
Investment Vehicles
Pioneer vital
Services
Signal matrix Quantum glacier Value prime Matrix Glacier
Owner & Executives
J
JEFFREY LOUIS MUHR
Director, Owner
- CRD
- #1275459
- Ownership
- 75% or more
(479) 865-7479
radial.vertex@capitalcapital.com
in linkedin.com/in/ridge-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,997,691 | -- |
| Non-Discretionary | $12,133,313 | -- |
| Total | $55,131,004 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,131,004
Equity - Exchange:
57.3% Cash:
19.0% Municipal Bonds:
23.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,914,522,850 | 57.3% |
| Cash | $1,298,009,322 | 19.0% |
| Municipal Bonds | $1,619,095,839 | 23.7% |
| Total | $6,831,628,011 | 100.0% |