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Hurlow Wealth Management Group, Inc.

● SEC registered since 2016CRD 282587SEC# 801-107700Bloomington, IN
Export (members)
Reg. AUM
$658.1M
Employees
14
Accounts
1,958
Location
Bloomington, IN

Hurlow Wealth Management Group, Inc. assets under management

Hurlow Wealth Management Group, Inc. is a registered investment adviser overseen by the SEC based in Bloomington, IN. The firm has been registered since 2016. It reports $658.1 million in regulatory assets under management and employs 14 people.
www.hurlowwealth.comView on SEC.gov ↗

Hurlow Wealth Management Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
John Charles Hurlow ControlChief Executive OfficerOver 75%2016
Michael John Carson ControlVice President & Chief Compliance Officer25-50%2018

Frequently asked questions

How much does Hurlow Wealth Management Group, Inc. manage?

Hurlow Wealth Management Group, Inc. reports $658.1 million in regulatory assets under management on its Form ADV.

How many employees does Hurlow Wealth Management Group, Inc. have?

Hurlow Wealth Management Group, Inc. reports 14 employees.

Where is Hurlow Wealth Management Group, Inc. located?

Hurlow Wealth Management Group, Inc. is based in Bloomington, IN and has been SEC-registered since 2016.

Does Hurlow Wealth Management Group, Inc. disclose fund performance?

Hurlow Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3925 Hagan St., Suite 300, Bloomington, IN 47401
Phone(812) 333-4726
Fax(812) 333-8126
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1747749
Discloses disciplinary historyNo

Assets under management

Discretionary$565.8M
Non-discretionary$92.3M
Total (RAUM)$658.1M