Overview
Assets Under Management: $658 million
Headquarters: BLOOMINGTON, IN
High-Net-Worth Clients: 172
Average Client Assets: $3 million
Frequently Asked Questions
HURLOW WEALTH MANAGEMENT GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282587), HURLOW WEALTH MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
HURLOW WEALTH MANAGEMENT GROUP, INC. is headquartered in BLOOMINGTON, IN.
HURLOW WEALTH MANAGEMENT GROUP, INC. serves 172 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, HURLOW WEALTH MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HURLOW WEALTH MANAGEMENT GROUP, INC. manages $658 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, HURLOW WEALTH MANAGEMENT GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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