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HURLEY FINANCIAL GROUP, INC.

CORVALLIS, OR · CRD 108983 · IAPD ↗ · hurleyfinancial.com · 541-757-2331

$406.5MRegulatory AUM
2Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — HURLEY FINANCIAL GROUP, INC. notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — HURLEY FINANCIAL GROUP, INC. reported RAUM up 30% ($231.3M -> $301.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.