CRD: 176528
Murray Financial Services, INC
$134.0M Total AUM
$133.2M Disc. AUM
8.1% 3Y CAGR
3 Employees
132 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial summitMomentum crest +more
- Established Date
- 10-05-2015
- Office Locations
- 1
Office Locations
140 Yellowstone Drive Chico CA
About Murray Financial Services, INC
Murray Financial Services is an independent, Chico, CA-based advisory firm providing financial planning, investment strategy, and ongoing asset management. Portfolios are built with diversified asset classes and balanced to each client’s risk tolerance. The firm positions itself as a fiduciary “private CFO” and publishes regular weekly and quarterly market commentary; custody includes Charles Schwab.
Team overview
57 AVG AGE
$67.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Alpha Glacier Foundation fusion Element momentum
Client Personas
Harbor
CRM
North beacon Legacy meridian
Custodian
Frontier beacon Quantum foundation Bridge value Harbor Alpha element
Investment Themes
Ember eagle Crest
Investment Vehicles
Signal value Optima optima
Platform
Ridge wave Legacy
Services
Beacon Peak Timber Delta Optima catalyst Vertex Timber Oak insight
Technology
Unison Radial timber Momentum Vertex value Frontier glacier Capital vital Pioneer Value Capital horizon Signal glacier Alpha timber
Owner & Executives
KEVIN IAN MURRAY
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #2404155
- Ownership
- 75% or more
(338) 693-4108
crest.bridge@vertexcapital.com
in linkedin.com/in/value-unison
Showing 1 of 1 owners & executives
Unlock allContacts
G
GANNON KENNETH JAMES AGNEW
--
- CRD
- #8180506
(889) 922-4165
eagle.peak@capitalcapital.com
in linkedin.com/in/alpha-quantum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,228,725 | $498,984 |
| Non-Discretionary | $810,627 | $405,314 |
| Total | $134,039,352 | $498,288 |
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Separately Managed Accounts
Total SMA Asset: $134,039,352
Public Funds:
30.7% Cash:
36.8% Corporate - Investment Grade:
12.8% Private Funds:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $586,215,975 | 30.7% |
| Cash | $702,695,371 | 36.8% |
| Corporate - Investment Grade | $244,415,781 | 12.8% |
| Private Funds | $376,171,164 | 19.7% |
| Total | $1,909,498,291 | 100.0% |