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Lourdmurray

Lourdmurray is a RIA based in Beverly Hills, CA with $3B in AUM and with 7 advisors nationwide . Barry Blaine Lourd is the majority owner of the firm and has been in this role with the firm since 2006.

Advisors (7)

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Name Start Date
Peter Johnston Wright Jul 2013
Barry Blaine Lourd Jun 2006
Cade Brem Mcnown Jun 2013
Joseph Haywood Chrisman Jun 2010
Michael Jihyuk Lee Jun 2012
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$2.9B
Total Assets
1K
Accounts
$2.2M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Barry Blaine Lourd Managing Member 06/01/2006
Gordon Kao Chief Compliance Officer 01/01/2009
Michael Jihyuk Lee Chief Operating Officer 03/01/2009
Joseph Haywood Chrisman Investment Advisor Representative 06/01/2010

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
9777 Wilshire Blvd.
Beverly Hills , CA 90212
Phone Number: 800-780-9858
Other Offices Address City State Zip
9777 Wilshire Blvd. Beverly Hills CA 90212

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees