Overview
Assets Under Management: $4.0 billion
Headquarters: BEVERLY HILLS, CA
High-Net-Worth Clients: 313
Average Client Assets: $12.6 million
Frequently Asked Questions
LOURDMURRAY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140305), LOURDMURRAY is subject to fiduciary duty under federal law.
LOURDMURRAY is headquartered in BEVERLY HILLS, CA.
LOURDMURRAY serves 313 high-net-worth clients according to their SEC filing dated February 13, 2018. View client details ↓
According to their SEC Form ADV, LOURDMURRAY offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
LOURDMURRAY manages $4.0 billion in client assets according to their SEC filing dated February 13, 2018.
According to their SEC Form ADV, LOURDMURRAY serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 313
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.40%
Average Client Assets: $12.6 million
Total Client Accounts: 1,736
Discretionary Accounts: 1,694
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 140305
Filing ID: 1172035
Last Filing Date: 2018-02-13 13:24:00