|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Murray Financial Group LLC
✚
|
|
|---|---|
| CRD # | 157626 |
| SEC # | 801-72585 |
| CIK # | |
| AUM | $1.3 B (2025-04-17) |
| Employees | 15 (67% Investors, 13% Brokers) |
| Phone | 507-373-8216 |
| Address | 200 North Broadway Ave Albert Lea, MN 56007 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 968 | 187.1 |
| (b) Individuals (high net worth individuals) | 273 | 824.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 328.3 |
| (h) Charitable organizations | 18 | 8.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,403 | 1,349.1 |
| By Discretionary | ||
| Discretionary | 3,357 | 1,020.8 |
| Non-Discretionary | 46 | 328.3 |
| Total | 3,403 | 1,349.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,349.1 | |
| Total | 3,403 | 1,349.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Grassi Investment Management LLC
✚
|
CA | 1.4 |
|
Euro Pacific Asset Management LLC
✚
|
PR | 1.4 |
|
Octagon Financial Services Inc
✚
|
VA | 1.4 |
|
Invictus Private Wealth LLC
✚
|
1.4 | |
|
Summit Wealth Group LLC
✚
|
CO | 1.4 |
|
Heronbridge Investment Management LLP
✚
|
1.3 | |
|
True Link Financial Advisors LLC
✚
|
CA | 1.3 |
|
Wendell David Associates Inc
✚
|
NH | 1.3 |
|
Kavar Capital Partners Group LLC
✚
|
KS | 1.3 |
|
New Advisory Services LLC
✚
|
WI | 1.3 |