Murray Strategic Investment L.L.C.
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 small, individually owned limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm’s fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee options. It does not identify as an active ESG investor, is not registered as a multistate adviser, and is categorized as unclassified in the available snapshot. The SEC registration year is not listed.
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
, null
Location
, null
Headquartered in , null.
- Office locations
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