HANLEY & ASSOCIATES LLC

Overview

Hanley & Associates LLC operates as a small, advice-focused RIA that concentrates on working with individual and family clients through non‑discretionary relationships. The firm’s practice emphasizes third‑party manager selection and education: pension consulting, the selection of other advisers, and investor workshops are core business activities. Fee arrangements include a mix of percentage of assets under management, hourly charges and fixed fees, aligning with a consulting and planning orientation rather than a transaction-driven brokerage model. Investment activity is conservative and manager-driven. The firm prefers pooled public funds and mutual funds as primary building blocks for client portfolios, with a clear tendency to allocate to external managers for specific exposures. Hanley & Associates is not positioned as an active ESG investor and does not operate as a multi‑state advisory platform; decisions are delivered in a consultative, client‑approved manner given the firm’s entirely non‑discretionary asset base.

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Public Holdings

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Location & Offices