HURLEY WEALTH MANAGEMENT GROUP, INC

Overview

Hurley Wealth Management Group, Inc. is an independent registered investment adviser focused on serving individuals, families and small-business clients. The firm’s advisory offering centers on financial planning and discretionary portfolio management, with a clear tilt toward liquid, equity-oriented strategies. Its filings indicate a preference for exchange-traded equities as the primary allocation vehicle; that emphasis drives day-to-day portfolio implementation, rebalancing and tax-aware trading. Fee arrangements combine a percentage of assets under management with hourly and fixed-fee engagements, allowing flexibility for both ongoing portfolio oversight and project-based planning work. Manager allocation activity includes the use of outside managers for select alternative exposures. While the firm’s core is built around public equities and mutual funds, it supplements those holdings through third-party alternative asset managers and annuity solutions when appropriate for client objectives or constraints.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices