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MOUNT MURRAY INVESTMENT INC.

MONTREAL, QUEBEC, Canada · CRD 322643 · IAPD ↗ · mountmurrayinvestment.com · 514-922-1511

$28.2MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

30
April 2026 — MOUNT MURRAY INVESTMENT INC. reported RAUM up 26% ($22.3M -> $28.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
April 2025 — MOUNT MURRAY INVESTMENT INC. reported RAUM down 51% ($45.8M -> $22.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
20
April 2024 — MOUNT MURRAY INVESTMENT INC. shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
31
April 2024 — MOUNT MURRAY INVESTMENT INC. reported RAUM up 34% ($34.2M -> $45.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.