Hurley Financial Group, Inc. is a large advisory firm based in Corvallis. It manages $176 million of regulatory assets for 1,442 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Colorado, and 5 other states.
Hurley Financial Group provides financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hurley Financial Group, Inc. is $176 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hurley Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Dorann Alderin Hurley is individuals with 379 clients and $113.91 million of assets under management. Among the 8 most similar advisory firms, Hurley Financial Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $175.91 million for 426 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Hurley Financial Group doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Hurley Financial Group, Inc. performs its advisory services is located at 111 Sw 4 Th Street, Corvallis, OR 97333, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 541-757-2331 or by fax 541-757-2358. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at hurleyfinancial.com/.