Conner
Murray

Mountain Capital Investment Advisors Inc

CRD#6193414
Investment Advisor
in Denver, CO

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About this Advisor

Conner Murray is a financial advisor based out of Denver, Colorado, with a total of 1 year of relevant experience. Murray is an advisor for Mountain Capital Investment Advisors Inc. Throughout their career, Murray has worked at Augustana College, Jackson National Life Distributors LLC, Mercer Health & Benefits LLC, Haselden Construction, Northwestern Mutual Life Insurance Company, Jpm Investment Management, Jpm Institutional Investments Inc and Mountain Capital Investment Advisors. Murray has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. Mountain Capital Investment Advisors Inc is an advisory business that has its headquarters in Denver, CO. The investment advisory business has offices in three locations and a total of 12 people on staff. It manages $440 million in assets across its 2,171 accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 2,171 client accounts, just 11% belong to high-net-worth investors who have more than $1 million in investable assets. Mountain Capital Investment Advisors Inc performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically depend on which service is provided. However, fees billed by Mountain Capital Investment Advisors Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

12235 Pecos St Suite 100
Denver, CO 80234

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Mountain Capital Investment Advisors Inc Brokerage Details

Total Assets Under Management

$440,000,000

CO Average: $2,349,664,866
Total Number of Employees

12

CO Average: 28
Total Number of Accounts

2,171

CO Average: 1,101
Average Account Size

$202,672

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Conner Murray Work History

Conner has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Mountain Capital Investment Advisors

2018 - 2021 (3 years)

Jpm Investment Management

2018 - 2021 (3 years)

Jpm Institutional Investments Inc

2016 - 2018 (2 years)

Jackson National Life Distributors LLC

2015 - 2016 (1 year)

Mercer Health & Benefits LLC

2014 - 2014 (< 1 year)

Haselden Construction

2013 - 2014 (1 year)

Northwestern Mutual Life Insurance Company

2012 - 2015 (3 years)

Augustana College

2012 - 2015 (3 years)

Augustana College

*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 Conner 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 Mountain Capital Investment Advisors Inc

Karl Spurzem
Corte Madera, CA
Conner Murray
Denver, CO
Adam Allgaier
Denver, CO
Robert Loesch
Denver, CO
Brandt Burns
Denver, CO
Parker Balstad
Denver, CO
Brian Quint
Denver, CO
John Strunc
Denver, CO

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.

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