Overview
Assets Under Management: $485 million
Headquarters: RAMSEY, NJ
High-Net-Worth Clients: 165
Average Client Assets: $3 million
Frequently Asked Questions
HUDSON CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131208), HUDSON CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
HUDSON CAPITAL MANAGEMENT LLC is headquartered in RAMSEY, NJ.
HUDSON CAPITAL MANAGEMENT LLC serves 165 high-net-worth clients according to their SEC filing dated April 19, 2024. View client details ↓
According to their SEC Form ADV, HUDSON CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HUDSON CAPITAL MANAGEMENT LLC manages $485 million in client assets according to their SEC filing dated April 19, 2024.
According to their SEC Form ADV, HUDSON CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,132
Discretionary Accounts: 1,048
Non-Discretionary Accounts: 84
Regulatory Filings
CRD Number: 131208
Last Filing Date: 2024-04-19 00:00:00
Website: https://regencywealth.com