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Building 2HURLOW WEALTH MANAGEMENT GROUP, INC.

Map pinBLOOMINGTON, IN
Phone(812) 333-4726
NotebookSEC #801-107700
Total AUM
$794.4M
Employees
16
Clients
538

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3925 HAGAN ST.
SUITE 300
BLOOMINGTON
IN 47401
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(812) 333-4726
Other Offices
1

ReceiptFinancials

Total AUM
$794.4M
Accounts
2,155
Discretionary
$690.8M
Accounts
2,113
Non-Discretionary
$103.5M
Accounts
42

ContactClients

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Individual Clients
254
AUM
$65.5M
HNW Individual Clients
223
AUM
$612.6M
Pension/Profit Sharing Plan Clients
41
AUM
$104.4M
Charitable Organization Clients
7
AUM
$7M
Corporation or Business Clients
13
AUM
$4.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLINMINYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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