CRD: 123830
Murray Financial Advisors LLC
Tyngsboro, MA, 01879
9786495677
$65.1M Total AUM
$65.1M Disc. AUM
-- 3Y CAGR
2 Employees
52 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2003
- Office Locations
- 1
Office Locations
-- North Chelmsford MA
About Murray Financial Advisors LLC
Murray Financial Advisors LLC is a Tyngsboro-based RIA. The firm has been operating for 23 years. Managing $65.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$65.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
23.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Investment Themes
Atlas Horizon
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Owner & Executives
R
RHONDA Z. MURRAY
Investment Advisor, PRINCIPAL
- CRD
- #4224273
- Ownership
- 75% or more
(809) 351-8081
unison.crest@matrixcapital.com
in linkedin.com/in/atlas-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,100,000
Public Funds:
21.6% Equity - OTC:
13.9% Equity - Exchange:
31.7% Cash:
32.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $565,822,370 | 21.6% |
| Equity - OTC | $364,117,174 | 13.9% |
| Equity - Exchange | $830,396,719 | 31.7% |
| Cash | $859,211,748 | 32.8% |
| Total | $2,619,548,011 | 100.0% |