CRD: 155475
Hurley Wealth Management Group, INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2010
- Office Locations
- 1
Office Locations
About Hurley Wealth Management Group, INC
Hurley Wealth Management Group is a Florida-based RIA providing client-first financial planning and ongoing investment management. The team focuses on helping individuals and entrepreneurs reduce financial stress with portfolio construction and asset allocation using ETFs and mutual funds, alongside retirement and tax planning, estate coordination, and insurance/annuity guidance. Custodied at Charles Schwab, and has invested in technology and training since 2020 to enhance client service.
Team overview
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Custodian
Fund Managers
Investment Themes
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Owner & Executives
GREGORY MICHAEL HURLEY
Chief Compliance Officer, President
- CRD
- #2336730
- Ownership
- 75% or more
NICOLE ANNE HURLEY
Certified Financial Planner, Chief Compliance Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,452,502 | -- |
| Non-Discretionary | $7,282,617 | -- |
| Total | $30,735,119 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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