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Building 2MURRAY WEALTH MANAGEMENT

Map pinLANCASTER, PA
Phone717-581-6500
NotebookSEC #801-110904
Total AUM
$111.7M
Employees
3
Clients
268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
454 NEW HOLLAND AVENUE
SUITE 300
LANCASTER
PA 17602
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
717-581-6500

ReceiptFinancials

Total AUM
$111.7M
Accounts
283
Discretionary
$0
Accounts
0
Non-Discretionary
$111.7M
Accounts
283

ContactClients

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Individual Clients
237
AUM
$35.5M
HNW Individual Clients
8
AUM
$21.3M
Pension/Profit Sharing Plan Clients
23
AUM
$54.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
COLLEGE PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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