Overview
Assets Under Management: $339 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 96
Average Client Assets: $2.5 million
Frequently Asked Questions
MCMURREY INVESTMENT ADVISORS LLC 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 #144833), MCMURREY INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
MCMURREY INVESTMENT ADVISORS LLC is headquartered in HOUSTON, TX.
MCMURREY INVESTMENT ADVISORS LLC serves 96 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, MCMURREY INVESTMENT ADVISORS LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MCMURREY INVESTMENT ADVISORS LLC manages $339 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, MCMURREY INVESTMENT ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.41%
Average Client Assets: $2.5 million
Total Client Accounts: 141
Discretionary Accounts: 124
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 144833
Filing ID: 1194710
Last Filing Date: 2018-03-27 16:20:00