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Murfey Asset Management Inc (Kirtland)


Murfey Asset Management Inc is a large advisory firm based in Kirtland. It manages $12.4 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2001.




Murfey Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Murfey Asset Management: assets under management

The assets under management (AUM) of Murfey Asset Management Inc is $12.4 million. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.32 million in discretionary accounts and $11.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.32 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $213.03 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Murfey Asset Management Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kirtland

The principal office where Murfey Asset Management Inc performs its advisory services is located at 10409 Wisner, Kirtland, OH 44094 9594, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 440-256-3339 or by fax 440-256-8477. The normal business hours are 9:00 a.m. to 5 p.m. on Monday - Friday.


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