Murray Financial Services, Inc
● SEC registered since 2022CRD 176528SEC# 801-126157Chico, CA
Reg. AUM
$134M
Employees
3
Accounts
269
Location
Chico, CA
Murray Financial Services, Inc assets under management
Murray Financial Services, Inc is an SEC-registered investment adviser based in Chico, CA. The firm has been registered since 2022. It reports $134 million in regulatory assets under management and employs 3 people.
Murray Financial Services, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Ian Murray Control | Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Murray Financial Services, Inc manage?
Murray Financial Services, Inc reports $134 million in regulatory assets under management on its Form ADV.
How many employees does Murray Financial Services, Inc have?
Murray Financial Services, Inc reports 3 employees.
Where is Murray Financial Services, Inc located?
Murray Financial Services, Inc is based in Chico, CA and has been SEC-registered since 2022.
Does Murray Financial Services, Inc disclose fund performance?
Murray Financial Services, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 140 Yellowstone Drive, Suite 100, Chico, CA 95973 |
| Phone | 530-896-5484 |
| Fax | 530-896-5485 |
| Office hours | Monday, Tuesday, Wednesday And Thursday 9:00a.m. To 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$134M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$134Mregulatory AUM
Discretionary $133.2MNon-discretionary $811K