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| Happy Holidays!! thanks for using AUM13F!! |
| Hurley Financial Group Inc
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|---|---|
| CRD # | 108983 |
| SEC # | 801-57809 |
| CIK # | |
| AUM | $350.5 M (2025-03-11) |
| Employees | 6 (33% Investors, 33% Brokers) |
| Phone | 541-757-2331 |
| Address | 111 SW 4th Street Corvallis, OR 97333 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 349 | 113.5 |
| (b) Individuals (high net worth individuals) | 116 | 229.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 7.8 |
| (h) Charitable organizations | 7 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,509 | 350.5 |
| By Discretionary | ||
| Discretionary | 1,509 | 350.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,509 | 350.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 350.5 | |
| Total | 1,509 | 350.5 |
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|---|---|---|
|
Fee-Only Financial Planning LC
✚
|
0.4 | |
|
ETF Portfolio Partners Inc
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KS | 0.4 |
|
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OH | 0.4 |
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NY | 0.4 |
|
Owl Creek Wealth Partners LLC
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CO | 0.4 |
|
Cairn Investment Group Inc
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WA | 0.4 |
|
Forum Solutions Group LLC
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|
IN | 0.3 |
|
Rise Advisors LLC
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|
NY | 0.3 |
|
Kingdom Financial Group LLC
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|
AZ | 0.3 |
|
Greenberg Financial Group
✚
|
AZ | 0.3 |