Hurlow Wealth Management Group, Inc.
Firm details
- Headquarters
- Bloomington, Indiana
- CRD number
- 282587
- Registered since
- May 2, 2016
- Website
- hurlowwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.12%
- Pension & Profit Sharing Plans13.14%
- Individuals8.25%
- Charitable Organizations0.89%
- Corporations / Businesses0.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hurlow Wealth Management Group, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2016. The firm positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. The firm is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities53%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$451M in ETFs
61%
$275M
38%
$176M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $69.7M | 198,185 | 15.47% |
Location
Bloomington, IN
Monroe
Location
Bloomington, IN
Headquartered in Bloomington, IN, anchoring the Bloomington-Bedford, IN metro in the Midwest.
- Metro area
- Bloomington-Bedford, IN
- Region
- Midwest
- County
- Monroe
- Address
- 3925 E Hagan St
- Time zone
- ET (UTC-5)
- Office locations
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