Overview
Assets Under Management: $134 million
Headquarters: CHICO, CA
High-Net-Worth Clients: 14
Average Client Assets: $7.0 million
Frequently Asked Questions
MURRAY FINANCIAL SERVICES, INC 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 #176528), MURRAY FINANCIAL SERVICES, INC is subject to fiduciary duty under federal law.
MURRAY FINANCIAL SERVICES, INC is headquartered in CHICO, CA.
MURRAY FINANCIAL SERVICES, INC serves 14 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, MURRAY FINANCIAL SERVICES, INC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MURRAY FINANCIAL SERVICES, INC manages $134 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, MURRAY FINANCIAL SERVICES, INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.66%
Average Client Assets: $7.0 million
Total Client Accounts: 269
Discretionary Accounts: 267
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 176528
Filing ID: 2055657
Last Filing Date: 2026-03-26 14:01:01