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Home > Retirement Planners > oregon > corvallis > HURLEY FINANCIAL GROUP, INC.
HURLEY FINANCIAL GROUP, INC.
111 Sw 4th Street
Corvallis, Oregon 97333
Tel: 541-757-2331
About HURLEY FINANCIAL GROUP, INC.
HURLEY FINANCIAL GROUP, INC, formally registered with the SEC as HURLEY FINANCIAL GROUP, INC. The firm was established in 07/28/2000. They have over 1 offices throughout the country.
HURLEY FINANCIAL GROUP, INC. is a Corvallis, Oregon based Financial Planning firm with nearly $301,560,408 assets under management, offering retirement planning & investment advisory services to 1512 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108983 |
| SEC# | 801-57809 |
| Assets Managed by Firm | $301,560,408 |
| No. of Clients | 1512 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1512 | $301,560,408 |
| Individuals (other than high net worth individuals) | 362 | $175,970,705 |
| High net worth individuals | 93 | $118,758,971 |
| Pension and profit sharing plans | 8 | $6,477,002 |
| Charitable organizations | Fewer than 5 clients | $121,617 |
| Corporations or other businesses | Fewer than 5 clients | $232,113 |
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|---|---|---|---|
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