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Hurlow Wealth Management Group, Inc.
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Bloomington, Indiana
$343.3 million AUM
2 offices

Hurlow Wealth Management Group, Inc. is based in Bloomington, Indiana and has $343.3 million in assets under management.

Location
3925 Hagan Street
Suite 300
Bloomington, IN 47401
$343.3 million
AUM
8
Employees
AUM Share
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$343,326,239
Assets under management
1,166 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 250 $70,059,608 20% $280,238
High net worth individuals 71 $210,854,233 61% $2,969,778
Pension and profit sharing plans 28 $58,298,988 17% $2,082,107
Charitable organizations 6 $2,064,540 1% $344,090
Other corporations or businesses 12 $2,048,870 1% $170,739
Employees Share
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8
Employees
5
Investment analysts
62% of total employees
AUM per employee Share
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$343,326,239
Assets under management
$42,915,780
AUM per employee
$68,665,248
AUM per investment analyst
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Compensation

Hurlow Wealth Management Group, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Hurlow Wealth Management Group, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 282,587
SEC number 801-107700
Legal structure Corporation
Legal governance Indiana, United States
Latest ADV filing date May 29, 2020

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