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MURRAY FINANCIAL SERVICES, INC
CRD 176528 · SEC 801-126157
140 YELLOWSTONE DRIVE, SUITE 100, CHICO, CA, 95973, United States
Phone
530-896-5484
Fax
530-896-5485
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.0M
Discretionary AUM
$133.2M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $30.7M |
| High net worth individuals | 14 | $97.4M |
| Pension/profit sharing plans | 1 | $643K |
| Corporations/business entities | 2 | $5.3M |
States served
CA, NV, TX
All web addresses on file
Official SEC filing: View on IAPD