Dorann Alderin Hurley,Dba,Hurley Financial Group (Corvallis)


Dorann Alderin Hurley,Dba,Hurley Financial Group is a large advisory firm based in Corvallis. It manages $136.5 million of regulatory assets for 1,129 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Oregon.

Logo



Dorann Alderin Hurley,Dba,Hurley Financial Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dorann Alderin Hurley,Dba,Hurley Financial Group: assets under management

The assets under management (AUM) of Dorann Alderin Hurley,Dba,Hurley Financial Group is $136.5 million. The firm's AUM has grown by 225% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $120.23 million in discretionary accounts and $16.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $145.26 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dorann Alderin Hurley,Dba,Hurley Financial Group for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Corvallis

The principal office where Dorann Alderin Hurley,Dba,Hurley Financial Group performs its advisory services is located at 111 Sw 4 Th Street, Corvallis, OR 97333, which is also the mailing address of the firm. An additional office of the firm is in Bend, OR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 541-757-2331 or by fax 541-757-2358. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.hurleyfinancial.com.