Murcy
Huang

Clifford Swan Investment Counselors

CRD#7671725
Investment Advisor
in Pasadena, CA

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About this Advisor

Murcy Huang is a financial advisor based in Pasadena, California, working with Clifford Swan Investment Counselors. Murcy has previously held positions at Clifford Swan Investment Counselors and City National Bank. Murcy is registered to provide services in California. Currently, Murcy is part of Clifford Swan Investment Counselors, which operates out of Pasadena, California. The firm has 1 office and 31 employees. The firm manages assets totaling $3.8 billion 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, selection of other advisers, and publication of newsletters. The fee structure at Clifford Swan Investment Counselors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

177 E. Colorado Blvd Ste 550
Pasadena, CA 91105-1965

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Clifford Swan Investment Counselors Brokerage Details

Total Assets Under Management

$3,848,216,402

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

31

CA Average: 43
Total Number of Accounts

2,531

CA Average: 3,727
Average Account Size

$1,520,433

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
  • Selection of other advisers
  • Publication of periodicals or newsletters

Murcy Huang Work History

2021 - Present (3 years)

Clifford Swan Investment Counselors

2010 - 2021 (11 years)

City National Bank

Disclosures

Please visit the SEC profile of Murcy Huang 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 Clifford Swan Investment Counselors

Carlota Venegas
Pasadena, CA
Kevin Cavanaugh
Pasadena, CA
Peter Boyle
Pasadena, CA
David Lin
Pasadena, CA
Murcy Huang
Pasadena, CA
Anil Kapoor
Pasadena, CA
Lloyd Wong
Pasadena, CA
Kathleen Gilmore
Pasadena, 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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