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Daniel Mccormick Hurley

SOCRATIC FUND MANAGEMENT, LP·STEAMBOAT SPRINGS, Colorado
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1865 SKI TIME SQUARE DS2C, STEAMBOAT SPRINGS, CO 80487CRD# 2316537Firm CRD# 161255
01

About

Daniel Mccormick Hurley is a registered financial advisor based in STEAMBOAT SPRINGS, Colorado, affiliated with SOCRATIC FUND MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SOCRATIC FUND MANAGEMENT, LP
SOCRATIC FUND MANAGEMENT, LP
AUM
$43M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2316537
Firm CRD# 161255
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Mccormick Hurley offer?
Daniel Mccormick Hurley specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in STEAMBOAT SPRINGS, Colorado for a consultation.
What are Daniel Mccormick Hurley's credentials?
Daniel Mccormick Hurley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Mccormick Hurley located?
Daniel Mccormick Hurley is based in STEAMBOAT SPRINGS, Colorado, working with SOCRATIC FUND MANAGEMENT, LP. Their office serves clients in the STEAMBOAT SPRINGS metropolitan area and surrounding communities.
How does Daniel Mccormick Hurley charge for services?
Daniel Mccormick Hurley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOCRATIC FUND MANAGEMENT, LP?
SOCRATIC FUND MANAGEMENT, LP has approximately 3 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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