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MURRAY FINANCIAL ADVISORS LLC
CRD 123830
272 MIDDLESEX ROAD, TYNGSBORO, MA, 01879, United States
Phone
(978) 649-5677
Fax
(978) 649-5677
Registration
— (—)
Source
State registered
Total AUM
$65.1M
Discretionary AUM
$65.1M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; INCOME TAX PREPARATION
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $10.5M |
| High net worth individuals | 21 | $54.6M |
Official SEC filing: View on IAPD