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| Keyboard |
| Murray Financial Group LLC
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|---|---|
| CRD # | 157626 |
| SEC # | 801-72585 |
| CIK # | |
| AUM | 1,551.2 M (2026-02-04) |
| Employees | 17 (59% Investors, 12% Brokers) |
| Phone | 507-373-8216 |
| Address | 200 North Broadway Ave Albert Lea, MN 56007 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 955 | 272.2 |
| (b) Individuals (high net worth individuals) | 307 | 917.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 43 | 349.6 |
| (h) Charitable organizations | 13 | 11.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,687 | 1,551.2 |
| By Discretionary | ||
| Discretionary | 3,644 | 1,201.6 |
| Non-Discretionary | 43 | 349.6 |
| Total | 3,687 | 1,551.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,551.2 | |
| Total | 3,687 | 1,551.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 2 |
| Serves | Institutional, Retail |
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