Overview
Assets Under Management: $112 million
Headquarters: PEARL RIVER, NY
High-Net-Worth Clients: 59
Average Client Assets: $1.0 million
Frequently Asked Questions
HUDSON COMPANIES 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 #146338), HUDSON COMPANIES is subject to fiduciary duty under federal law.
HUDSON COMPANIES is headquartered in PEARL RIVER, NY.
HUDSON COMPANIES serves 59 high-net-worth clients according to their SEC filing dated November 20, 2024. View client details ↓
According to their SEC Form ADV, HUDSON COMPANIES offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
HUDSON COMPANIES manages $112 million in client assets according to their SEC filing dated November 20, 2024.
According to their SEC Form ADV, HUDSON COMPANIES serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.69%
Average Client Assets: $1.0 million
Total Client Accounts: 491
Discretionary Accounts: 385
Non-Discretionary Accounts: 106
Regulatory Filings
CRD Number: 146338
Filing ID: 1902476
Last Filing Date: 2024-11-20 15:06:00