Murray Securities, Inc.

Broker-DealerFINRA MemberEst. 2007
Total AUM
$117M
Discretionary
$98.8M
85% of AUM
Accounts
49
Employees
4
Advisory reps
4
Brokerage reps
3

Firm details

Headquarters
Tyler, Texas
CRD number
142783
Registered since
March 21, 2007
Custodians
HILLTOP SECURITIES INC.
Fee structure
Percentage of AUM
Client types
  • HNWI94.56%
  • Individuals5.44%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Murray Securities, Inc. is an individually owned corporate broker-dealer that has been SEC‑registered since 2007. The firm operates as a registered representative/broker‑dealer and provides fee-based portfolio management services to individual and family clients as well as small businesses. Its advisory model charges a percentage of assets under management and is focused on discretionary portfolio management for its client base. The firm does not identify as an active ESG investor, and it does not present itself as a multi‑state adviser, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Investment Grade Corp Bonds 10%, Non-Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 10%70%
  • Exchange Traded Equities70%
  • Investment Grade Corp Bonds10%
  • Non-Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents10%

Contacts

3 of 4
  • Hayden Brown

    Sales AssistantCRD 7809091

  • Angela Whitehead

    Sales AssistantCRD 1446983

  • Gary Murray

    PresidentCRD 709064

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Tyler, TX

Smith

Location

Tyler, TX

Headquartered in Tyler, TX, anchoring the Tyler-Jacksonville, TX metro in the South.

Metro area
Tyler-Jacksonville, TX
Region
South
County
Smith
Address
909 Ese 323 Loop
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth