Murray Street Capital Advisors, LLC

RIAState Registered
Total AUM
$54.7M
Discretionary
$54.7M
100% of AUM
Avg account
$378K
Accounts
145
Employees
1
Advisory reps
1

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
300232
Registered since
March 22, 2019
Website
www.murraystreetcapital.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI56.83%
  • Individuals32.58%
  • Corporations / Businesses10.58%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Murray Street Capital Advisors, LLC is an independent, individual-owned registered investment adviser that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its business mix also includes insurance brokerage. Fee arrangements combine a percentage of assets under management and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 31%, Cash & Cash Equivalents 6%, Other 3%, US Government Bonds 1%, State & Local Bonds 1%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities31%
  • Cash & Cash Equivalents6%
  • Other3%
  • US Government Bonds1%

Contacts

1 of 1
  • Jordan Alhadeff

    Jordan Alhadeff

    Founder & AdvisorCRD 4902884

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fort Lauderdale, FL

Broward

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
1845 Se 4th Ave
Time zone
ET (UTC-5)
Office locations

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