Overview
Assets Under Management: $658 million
Headquarters: BLOOMINGTON, IN
High-Net-Worth Clients: 172
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 172
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,958
Discretionary Accounts: 1,920
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 282587
Last Filing Date: 2025-02-19 00:00:00
Website: https://hurlowwealth.com