|
⚲
|
| Hurlow Wealth Management Group Inc
✚
|
|
|---|---|
| CRD # | 282587 |
| SEC # | 801-107700 |
| CIK # | 0001747749 |
| AUM | $559.9 MM (2024-05-10) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 812-333-4726 |
| Address | 3925 Hagan St Bloomington, IN 47401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 11.8 | |
| LLY | 301,789.7 | 5.6 | |
| AAPL | 2,382,844.0 | 4.1 | |
| JNJ | 465,600.2 | 1.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 251 | 65.9 |
| (b) Individuals (high net worth individuals) | 149 | 405.6 |
| (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 | 35 | 79.9 |
| (h) Charitable organizations | 7 | 4.0 |
| (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 | 11 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,729 | 559.9 |
| By Discretionary | ||
| Discretionary | 1,695 | 478.4 |
| Non-Discretionary | 34 | 81.5 |
| Total | 1,729 | 559.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 559.9 | |
| Total | 1,729 | 559.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001747749] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Northern Financial Advisors Inc
✚
|
MI | 0.6 |
|
Siharum Advisors LLC
✚
|
MA | 0.6 |
|
Trust Advisory Group Ltd
✚
|
MA | 0.6 |
|
Wealthcare Investment Partners LLC
✚
|
RI | 0.6 |
|
Capital Advisers Inc
✚
|
NC | 0.6 |
|
Ackerman Asset Management LLC
✚
|
MD | 0.6 |
|
Madison Wealth Partners Inc
✚
|
WI | 0.6 |
|
Renaissance Investment Group LLC
✚
|
MA | 0.6 |
|
Allium Financial Advisors LLC
✚
|
OR | 0.6 |
|
Cambridge Advisors Inc
✚
|
NE | 0.6 |