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Building 2MCMURREY INVESTMENT ADVISORS LLC

Map pinHOUSTON, TX
Phone713-238-3100
NotebookSEC #801-69321
Total AUM
$336.8M
Employees
5
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 TRAVIS STREET
SUITE 6475
HOUSTON
TX 77002-2906
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
713-238-3100

ReceiptFinancials

Total AUM
$336.8M
Accounts
103
Discretionary
$313.1M
Accounts
96
Non-Discretionary
$23.7M
Accounts
7

ContactClients

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Individual Clients
15
AUM
$12.3M
HNW Individual Clients
76
AUM
$228.8M
Pension/Profit Sharing Plan Clients
1
AUM
$3.9M
Charitable Organization Clients
3
AUM
$9.6M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
8
AUM
$82.2M
Other Clients
1
AUM
$0
Description of Other Clients
NONE

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLILLAMIMNMSNCNENMNVNYOKPATXUTWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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