Murray Strategic Investment L.L.C.
RIAState 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 Michigan-based limited liability company controlled by an individual owner that provides financial planning and portfolio management services focused on individuals and small businesses. The firm charges clients via a mix of percentage-of-assets, hourly, and fixed-fee arrangements. It reports advisory activity on a non-discretionary basis and does not position itself as an ESG investor or a multi-state registered adviser.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Baker & Associates Registered Investment Advisors, LLC
RIAAUM $140KTEAM 1REPS 1
FMD Wealth Advisors LLC
RIAWhite Plains, NY
AUM $140KTEAM 1REPS 1
Endurance Capital Partners, LLC
RIAPalo Alto, CA
AUM $139KTEAM 1REPS 1
Bulltick4u Advisor, LLC
RIAMiami, FL
AUM $143KTEAM 10REPS 3
Purpose1st Financial
RIAAUM $143KTEAM 2REPS 2
Blueprism Wealth Management LLC
RIAAUM $143KTEAM 1REPS 1