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Building 2MURRAY FINANCIAL SERVICES, INC

Map pinCHICO, CA
Phone530-896-5484
NotebookSEC #801-126157
Total AUM
$134M
Employees
3
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 YELLOWSTONE DRIVE
SUITE 100
CHICO
CA 95973
United States
Operating Hours
MONDAY, TUESDAY, WEDNESDAY AND THURSDAY 9:00AM TO 4:00PM
FRIDAYS 9:00 AM TO 1:00 PM
Phone
530-896-5484

ReceiptFinancials

Total AUM
$134M
Accounts
269
Discretionary
$133.2M
Accounts
267
Non-Discretionary
$810.6K
Accounts
2

ContactClients

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Individual Clients
115
AUM
$30.7M
HNW Individual Clients
14
AUM
$97.4M
Pension/Profit Sharing Plan Clients
1
AUM
$643.5K
Corporation or Business Clients
2
AUM
$5.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
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HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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