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Murray Financial Group, LLC

● SEC registered since 2011CRD 157626SEC# 801-72585Albert Lea, MN
Export (members)
Reg. AUM
$1.35B
Employees
15
Accounts
3,403
Location
Albert Lea, MN

Murray Financial Group, LLC assets under management

Murray Financial Group, LLC operates as an SEC-registered investment adviser based in Albert Lea, MN. The firm has been registered since 2011. It reports $1.3 billion in regulatory assets under management and employs 15 people.

Murray Financial Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Jonathan Orlo MurrayMinority Owner10-25%2024
Lawrence Thomas GartnerMinority Owner10-25%2024
Richard John Murray ControlManaging Member And Chief Compliance Officer50-75%2011
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Frequently asked questions

How much does Murray Financial Group, LLC manage?

Murray Financial Group, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Murray Financial Group, LLC have?

Murray Financial Group, LLC reports 15 employees.

Where is Murray Financial Group, LLC located?

Murray Financial Group, LLC is based in Albert Lea, MN and has been SEC-registered since 2011.

Does Murray Financial Group, LLC disclose fund performance?

Murray Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 North Broadway Ave., Albert Lea, MN 56007
Phone507-373-8216
Fax507-373-6220
Office hours8:00 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.02B
Non-discretionary$328.3M
Total (RAUM)$1.35B