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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