CRD: 108983
Hurley Financial Group, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-28-2000
- Office Locations
- 1
Office Locations
About Hurley Financial Group, Inc.
Hurley Financial Group is an Oregon-based advisory firm focused on retirement planning and ongoing wealth management through clients’ retirement years. The team provides comprehensive financial planning and portfolio management, with portfolios that lean heavily on ETFs alongside investment-grade fixed income and cash. Clients access accounts through a Tamarac portal, and the firm primarily custodies at Charles Schwab—helpful for streamlined onboarding and trading workflows.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DORANN ALDERIN HURLEY
Chief Compliance Officer, President
- CRD
- #1782641
- Ownership
- 75% or more
KEITH PATRICK MARSHALL
CHIEF OPERATING OFFICER
- CRD
- #6160543
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MEGAN ELIZABETH SCHNEIDER
--
- CRD
- #4458332
DANIEL J THOM
--
- CRD
- #7315901
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $406,521,088 | $264,835 |
| Non-Discretionary | $0 | -- |
| Total | $406,521,088 | $264,835 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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