Murray Strategic Investment L.L.C.
RIASEC Registered
Total AUM
$140K
Discretionary
$0
0% of AUM
Avg account
$35K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 324619
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals85.71%
- Corporations / Businesses14.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Murray Strategic Investment L.L.C. is a limited liability company that specializes in financial planning services and portfolio management for individuals and small businesses. The firm operates with a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While it does not actively engage in ESG investing, it focuses on providing tailored financial advice and investment strategies to its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities15%
- State & Local Bonds5%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
1 of 1
Ryan Murray
Chief Executive OfficerCRD 6635491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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