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MURRAY INVESTMENT MANAGEMENT, LLC
3900 Essex Lane, Suite 1150
Houston, Texas 77027
Tel: (713) 850-7444
About MURRAY INVESTMENT MANAGEMENT, LLC
MURRAY INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as MURRAY INVESTMENT MANAGEMENT, LLC. The firm was established in 03/24/2023. They have over 1 offices throughout the country.
MURRAY INVESTMENT MANAGEMENT, LLC is a Houston, Texas based Financial Planning firm with nearly $124,424,577 assets under management, offering retirement planning & investment advisory services to 133 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146921 |
| SEC# | 801-127514 |
| Assets Managed by Firm | $124,424,577 |
| No. of Clients | 133 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 133 | $124,424,577 |
| Individuals (other than high net worth individuals) | 17 | $5,330,361 |
| High net worth individuals | 24 | $113,522,909 |
| Corporations or other businesses | Fewer than 5 clients | $5,571,307 |
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