Daniel
Murray

Mirador Capital Partners

CRD#2830992
Investment Advisor
in Larkspur, CA

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About this Advisor

Daniel Murray is a financial advisor based in Larkspur, California, working with Mirador Capital Partners. Daniel has previously held positions at Sanctuary Securities LLC, Sanctuary Wealth Advisors, LLC, and Mirador Capital Partners, Lp. Daniel has passed the Series 66 regulatory exam and is registered to provide services in California, Louisiana, and Texas. Currently, Daniel is part of Mirador Capital Partners, which operates out of Larkspur, California. The firm has 1 office and 14 employees. The firm manages assets totaling $668.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mirador Capital Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

80 E. Sir Francis Drake Blvd. Suite 4H
Larkspur, CA 94939

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Mirador Capital Partners Brokerage Details

Total Assets Under Management

$668,131,477

CA Average: $7,578,581,321
Total Number of Employees

14

CA Average: 43
Total Number of Accounts

2,253

CA Average: 3,727
Average Account Size

$296,552

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Daniel Murray Work History

2015 - Present (9 years)

Mirador Capital Partners, Lp

2013 - 2016 (3 years)

Sanctuary Securities LLC

2013 - 2015 (2 years)

Sanctuary Wealth Advisors, LLC

Disclosures

Please visit the SEC profile of Daniel 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 Mirador Capital Partners

Carol Wikle
Pleasanton, CA
Daniel Murray
Larkspur, CA
Jackson Vickers
Pleasanton, CA
Audrey Glafkides
Pleasanton, CA
Mark Swoboda
Pleasanton, CA
Don Garman
Pleasanton, CA
Joseph Garcia
Pleasanton, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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