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Paul Hurley

Advisor at Arbor Capital Management Inc

Updated today
Arbor Capital Management Inc logo

Firm

Arbor Capital Management Inc

Location

Anchorage, AK 99501

Credentials

Series 66

Industry experience

16 years

About

Paul Hurley is a financial advisor at Arbor Capital Management Inc with 16 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Cuso Financial Services prior to joining Arbor Capital in 2022. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and portfolio monitoring, combining long-term strategies that blend passive index exposure with selective active management.

Client services

Based on Arbor Capital Management Inc

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Arbor Capital Management Inc

Passive / index investing Active portfolio management Real estate investing Options & derivatives strategies

Fee options

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.1% $1,000,001 - $2,000,000: 1.0% $2,000,001+: 0.85%

Project-based

Up to $500 per hour, negotiable depending on complexity and personnel

Location

510 L Street, Ste 550

Anchorage, AK 99501

Most active in

Alaska

Work history

Arbor Capital Management Inc.

2022 - Present (4 years)

Cuso Financial Services, LP

2021 - 2022 (1 year)

Charles Schwab bank

2012 - 2021 (9 years)

Charles Schwab

2012 - 2021 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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