Murray Financial Services, Inc

MURRAY FINANCIAL SERVICES, INC is an SEC-registered investment adviser in CHICO, CA, registered since 2022. The firm manages $134 million in assets, $133...

Overview

MURRAY FINANCIAL SERVICES, INC is an SEC-registered investment adviser in CHICO, CA, registered since 2022. The firm manages $134 million in assets, $133 million on a discretionary basis. It has 3 employees and 2 investment advisers.

Website

murrayfinancialservices.com

linkedin.com/company/kevin-murray-902b198

General information

Firm type

RIA

What services does Murray Financial Services, Inc offer?

The firm provides financial planning, investment management, and advisory services to individual and institutional clients. Its offerings are typical of a registered investment adviser, including portfolio allocation across equities and fixed income.

Is Murray Financial Services, Inc a fiduciary?

Yes, as an SEC-registered investment adviser, the firm is held to a fiduciary standard under the Investment Advisers Act of 1940, requiring it to act in clients' best interests.

What is the firm's investment approach?

The firm employs a traditional asset allocation strategy, diversifying client portfolios among equities, fixed income, and alternatives. Specific investment mandates or sector focuses are not publicly detailed.

Does Murray Financial Services, Inc manage money for institutions or only individuals?

The firm serves both individual and institutional clients, based on its SEC registration category. Specific institutional client types are not disclosed.

How can I verify the firm's registration and disclosures?

Murray Financial Services, Inc's Form ADV is available through the SEC's Investment Adviser Public Disclosure (IAPD) database, which provides details on the firm's regulatory history, services, and fees.

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