MUHR ADVISORY GROUP

MUHR ADVISORY GROUP of CLAYTON, CA is an SEC-registered investment adviser (CRD 127104). Regulatory assets under management: $55.1M.

Registration

• CRD: 127104
• Type: Registered investment adviser
• Location: 6200 CENTER STREET, CLAYTON, CA, 94517
• Phone: 916-705-9900
• Latest filing: 2026-03-12
• Regulatory AUM: $55.1M
• Discretionary AUM: $43.0M
• Non-discretionary AUM: $12.1M
• Clients: 1
• Accounts: 142

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127104 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search