HURLEY FINANCIAL GROUP, INC.

Overview

Hurley Financial Group, Inc. is an independent registered investment adviser that serves both individual and family clients as well as institutional clients. The firm operates as a hybrid adviser: it provides fee-based advisory services while also maintaining registered representative and insurance broker activity. Core services include financial planning, portfolio management for individuals and small businesses, and client education through newsletters and seminars. Investment activity is tilted toward public equities, with a clear preference for exchange-traded instruments as the primary vehicle for client exposure. Hurley Financial Group, Inc. manages client assets on a discretionary basis, using a mix of fee models (percentage of AUM, hourly and fixed fees) and commissionable products. The firm does not position itself as a capital allocator; instead it blends managed equity exposure with third-party alternative funds and insurance-based solutions to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices