Muhr Advisory Group
Firm details
- Headquarters
- Clayton, California
- CRD number
- 127104
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.82%
- Individuals33.18%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Muhr Advisory Group is a small, sole-proprietor advisory practice that serves individual and family clients and small businesses with fee-based portfolio management. The firm is organized as a non-independent retail RIA and the business model combines advisory services with broker-dealer and other financial product sales activities. Fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not structured as a multi-state or institutional capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents10%
- State & Local Bonds5%
Contacts
1 of 1Jeffrey Muhr
Financial AdvisorCRD 1275459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Clayton, CA
Contra Costa
Location
Clayton, CA
Headquartered in Clayton, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 6200 Center St
- Time zone
- PT (UTC-8)
- Office locations
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