How does the advisor help clients – Key Takeaways:
Hurley Capital, LLC is committed to providing tailored financial advice and services to its clients. Their team of expert financial advisors strives to help clients achieve their financial goals by offering personalized recommendations and strategies. Here are the key takeaways on how Hurley Capital, LLC helps its clients:
- Provides tailored financial advice and services
- Offers personalized recommendations and strategies
- Helps clients achieve their financial goals
Facts and Insights
Founded in 2005, Hurley Capital, LLC is a financial advisory firm based in New York City. With over 15 years of experience in the industry, their team of advisors has a wealth of knowledge and insights to offer clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
Hurley Capital, LLC offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance and risk management
Client Types
Hurley Capital, LLC serves a diverse group of clients, including individuals, families, and businesses of all sizes. Their team of advisors has the knowledge and expertise to cater to the unique financial needs of each client.
Fees & Compensation
Hurley Capital, LLC follows a fee-based compensation structure, meaning that their advisors receive a percentage of the assets they manage for clients. This incentivizes them to help clients grow their portfolios and aligns their interests with the clients’ interests.
Background
The team at Hurley Capital, LLC is made up of experienced financial professionals who are dedicated to providing top-notch advice and services to their clients. They have a diverse range of backgrounds and areas of expertise, ensuring that clients receive comprehensive and well-rounded financial guidance.
Financial Advisor Disclosures to Know
While Hurley Capital, LLC strives to provide the best possible financial advice, it is important for clients to be aware of possible conflicts of interest. The following are the advisor disclosures for Hurley Capital, LLC:
- The firm may recommend products or services in which it has a financial interest.
- The firm’s advisors may receive commissions or bonuses based on the products or services they recommend to clients.
- The firm may receive compensation from third-party companies for recommending their products or services to clients.
- The firm may have agreements with certain investment companies to promote their products to clients.