Patrick
Murray
Key Group Management, Inc
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About this Advisor
Patrick Murray is a certified financial planner and chartered financial consultant working in Scottsdale, Arizona who has 15 years of industry experience. Murray is currently employed by Key Group Management, Inc. During their career, Murray has held roles at (Dba) Key Group Management Inc, National Planning Corporation, Royal Alliance and Concourse Financial Group Securities. Murray maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, New Jersey and Texas. Key Group Management, Inc is a firm that has its headquarters in Fountain Hills, AZ. The investment advisory business has offices in two locations and just five financial advisors. It controls $195 million in total assets between its 250 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 250 accounts, 25% are associated with high-net-worth clients who have greater than $1 million in investable assets. Key Group Management, Inc offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees are based on the services offered. However, fee types billed by Key Group Management, Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Key Group Management, Inc Brokerage Details
$195,000,000
5
250
$780,000
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Patrick Murray Work History
Patrick has been registered as a financial advisor for 15 years.*
Concourse Financial Group Securities
(Dba) Key Group Management Inc
Royal Alliance
National Planning Corporation
*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 Patrick Murray 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 Key Group Management, Inc
Fountain Hills, AZ
Scottsdale, AZ
Ramsey, NJ
Ramsey, NJ
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.
