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MUHR ADVISORY GROUP
MUHR, JEFFREY, LOUIS
CRD 127104
6200 CENTER STREET, SUITE 240, CLAYTON, CA, 94517, United States
Phone
916-705-9900
Fax
916-941-1108
Registration
— (—)
Source
State registered
Total AUM
$55.1M
Discretionary AUM
$43.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $18.3M |
| High net worth individuals | 43 | $36.8M |
Official SEC filing: View on IAPD