$30.3M Total AUM
$30.3M Disc. AUM
-- 3Y CAGR
6 Employees
56 ADV. Clients
16 yrs Firm Age
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- Custodian
- Apex ยท Lincoln Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-27-2010
- Office Locations
- 3
Office Locations
43 West 300 North Provo UT
-- -- --
-- Saratoga Springs UT
About Hurley Investments, LLC
Hurley Investments, LLC is a Utah-based RIA serving retail investors with financial planning, portfolio construction, and ongoing portfolio review. The firm emphasizes risk/return modeling with proactive monitoring and rebalancing, using primarily ETF portfolios and risk-managed derivatives/option strategies. Custody includes Apex.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$540.7K AVG AUM / CLIENT
4.8 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
KEVIN MICHAEL HURLEY
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5633668
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JOHN GABRIEL BRENTIN
--
- CRD
- #6065770
Available
Available
Available
K
KEVE EVAN BYBEE
Financial Advisor
- CRD
- #6700418
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,281,520 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,281,520 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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