Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > chico > MURRAY FINANCIAL SERVICES, INC
MURRAY FINANCIAL SERVICES, INC
140 Yellowstone Drive
Suite 100
Chico, California 95973
Tel: 530-896-5484
About MURRAY FINANCIAL SERVICES, INC
MURRAY FINANCIAL SERVICES, INC, formally registered with the SEC as MURRAY FINANCIAL SERVICES, INC. The firm was established in 07/22/2022. They have over 1 offices throughout the country.
MURRAY FINANCIAL SERVICES, INC is a Chico, California based Financial Planning firm with nearly $118,418,555 assets under management, offering retirement planning & investment advisory services to 304 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 176528 |
| SEC# | 801-126157 |
| Assets Managed by Firm | $118,418,555 |
| No. of Clients | 304 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 304 | $118,418,555 |
| Individuals (other than high net worth individuals) | 138 | $30,752,642 |
| High net worth individuals | 12 | $80,968,332 |
| Pension and profit sharing plans | 1 | $2,263,859 |
| Corporations or other businesses | 1 | $4,433,722 |
More Retirement Planning firms in Chico, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Chico, California