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LourdMurray

LourdMurray Summary

Company Summary

Overview
LourdMurray is a wealth management group providing fee-only investment advice. It offers asset allocation design and implementation, performance tracking for assets and accounts, tax and estate planning, retirement planning, liability risk mitigation, philanthropic planning, and other services and strategies. The firm serves a wide range of clients, including athletes, entertainers, business owners, entrepreneurs, executives, and institutions.
Type
Private
Status
Active
Founded
2006
HQ
Beverly Hills, CA, US | view all locations
Website
http://www.lourdmurray.com
Cybersecurity rating
Sectors

Key People

  • Blaine Lourd
  • Gary Hirschfeld

    Gary Hirschfeld, Director of Operations and Special Projects

  • Jill R. Young

    Jill R. Young, Executive Director of Operations

  • Keith McKenzie

    Keith McKenzie, Managing Partner

Operating MetricsView all

Assets Under Management (Non-Discretionary)

$318.3M

Mar, 2019

Assets Under Management

$3.6B

Mar, 2019

Accounts (Discretionary)

1.7K

Mar, 2019

LocationsView all

4 locations detected

  • Beverly Hills, CA HQ

    United States

    9777 Wilshire Blvd #1018

  • Baton Rouge, LA

    United States

    4658 Bluebonnet Blvd Ste B

  • Los Angeles, CA

    United States

    10900 Wilshire Blvd #500

  • San Diego, CA

    United States

    3611 Valley Centre Dr #125

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