Murray
Smith
Ashton Thomas Private Wealth
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About this Advisor
Murray Smith is a certified financial planner operating in Scottsdale, Arizona with 3 years of industry experience. Smith is currently employed by Ashton Thomas Private Wealth. During their career, the advisor has held roles at Keatsconnelly LLC, Richardson Gmp and Ashton Thomas Private Wealth. Smith can work in Arizona. Ashton Thomas Private Wealth is a financial advisory business that has its headquarters in Scottsdale, AZ. The company has offices in 16 locations and a total of 48 people on staff. It handles $2 billion in assets between its 4,533 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 4,533 accounts, 27% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Ashton Thomas Private Wealth offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management typically vary depending on the financial services. However, fee types billed by Ashton Thomas Private Wealth most likely include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ashton Thomas Private Wealth Brokerage Details
$2,003,187,684
48
4,533
$441,912
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Murray Smith Work History
Murray has been registered as a financial advisor for 3 years.*
Ashton Thomas Private Wealth
Keatsconnelly LLC
Richardson Gmp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Murray Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ashton Thomas Private Wealth
Helena, MT
Scottsdale, AZ
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Denver, CO
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Bozeman, MT
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
