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Jonathan Orlo Murray

MURRAY FINANCIAL GROUP, LLC·ALBERT LEA, Minnesota
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200 NORTH BROADWAY AVE., ALBERT LEA, MN 56007CRD# 6296258Firm CRD# 157626
01

About

Jonathan Orlo Murray is a registered financial advisor based in ALBERT LEA, Minnesota, affiliated with MURRAY FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MURRAY FINANCIAL GROUP, LLC
ISC FINANCIAL ADVISORS
AUM
$1.2B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at MURRAY FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6296258
Firm CRD# 157626
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Orlo Murray offer?
Jonathan Orlo Murray specializes in Financial Planning, Investment Management. Contact their office in ALBERT LEA, Minnesota for a consultation.
What are Jonathan Orlo Murray's credentials?
Jonathan Orlo Murray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Orlo Murray located?
Jonathan Orlo Murray is based in ALBERT LEA, Minnesota, working with MURRAY FINANCIAL GROUP, LLC. Their office serves clients in the ALBERT LEA metropolitan area and surrounding communities.
How does Jonathan Orlo Murray charge for services?
Jonathan Orlo Murray's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MURRAY FINANCIAL GROUP, LLC?
MURRAY FINANCIAL GROUP, LLC has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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