HURLEY INVESTMENTS, LLC
Firm details
- Headquarters
- PROVO, Utah
- CRD number
- 153535
- Website
- hurleyinvestments.com
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.07%
- Individuals36.93%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hurley Investments, LLC is an owner-operated investment advisory organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management for individuals, small businesses, and other businesses or institutions. It also runs educational seminars and workshops. The firm is not described as an active ESG investor, does not self-identify as a capital allocator, and does not list pension consulting or related-adviser relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Derivatives7%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds4%
Contacts
3 of 6MICHAEL STRAIN
Senior Investment AdvisorCRD 8132882
JOHN BRENTIN
Investment Adviser RepresentativeCRD 6065770
KEVIN HURLEY
Managing PartnerCRD 5633668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PROVO, UT
UTAH
Location
PROVO, UT
Headquartered in PROVO, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- UTAH
- Address
- 43 W 300 N
- Time zone
- MT (UTC-7)
- Office locations
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