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⚲
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| Hurlow Wealth Management Group Inc
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|
|---|---|
| CRD # | 282587 |
| SEC # | 801-107700 |
| CIK # | 0001747749 |
| AUM | $658.1 M (2025-02-19) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 812-333-4726 |
| Address | 3925 Hagan St Bloomington, IN 47401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.9 | ||
| Lilly Eli & Co | 4.4 | ||
| Apple Inc | 3.9 | ||
| Wal Mart Stores Inc | 2.2 | ||
| J P Morgan Chase & Co | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 268 | 72.0 |
| (b) Individuals (high net worth individuals) | 172 | 483.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 39 | 93.0 |
| (h) Charitable organizations | 6 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 6.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,958 | 658.1 |
| By Discretionary | ||
| Discretionary | 1,920 | 565.8 |
| Non-Discretionary | 38 | 92.3 |
| Total | 1,958 | 658.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 658.1 | |
| Total | 1,958 | 658.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001747749] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greenup Street Wealth Management LLC
✚
|
KS | 0.7 |
|
Augustine Asset Management Inc
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|
FL | 0.7 |
|
Walsh & Associates LLC
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FL | 0.7 |
|
Eagle Rock Investment Company LLC
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GA | 0.7 |
|
Retireright LLC
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IA | 0.7 |
|
Hi-Line Capital Management LLC
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SD | 0.7 |
|
Excalibur Management Corp
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|
MA | 0.7 |
|
Running Point Capital Advisors LLC
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|
CA | 0.7 |
|
Navalign LLC
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|
CA | 0.7 |
|
Wealthcare Investment Partners LLC
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|
RI | 0.7 |