Muhr Advisory Group

RIASEC Registered
Total AUM
$55.1M
Discretionary
$43M
78% of AUM
Avg account
$388K
Accounts
142
Employees
1
Advisory reps
1

Firm details

Headquarters
Clayton, California
CRD number
127104
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI66.82%
  • Individuals33.18%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Muhr Advisory Group is a small, sole-proprietor advisory practice that serves individual and family clients and small businesses with fee-based portfolio management. The firm is organized as a non-independent retail RIA and the business model combines advisory services with broker-dealer and other financial product sales activities. Fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not structured as a multi-state or institutional capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 10%, State & Local Bonds 5%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents10%
  • State & Local Bonds5%

Contacts

1 of 1
  • Jeffrey Muhr

    Financial AdvisorCRD 1275459

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Clayton, CA

Contra Costa

Location

Clayton, CA

Headquartered in Clayton, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
6200 Center St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth