Overview
Assets Under Management: $146 million
Headquarters: GARRISON, NY
High-Net-Worth Clients: 44
Average Client Assets: $3 million
Frequently Asked Questions
HUDSON PORTFOLIO 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 #130021), HUDSON PORTFOLIO MANAGEMENT LLC is subject to fiduciary duty under federal law.
HUDSON PORTFOLIO MANAGEMENT LLC is headquartered in GARRISON, NY.
HUDSON PORTFOLIO MANAGEMENT LLC serves 44 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, HUDSON PORTFOLIO MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
HUDSON PORTFOLIO MANAGEMENT LLC manages $146 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, HUDSON PORTFOLIO MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 84
Discretionary Accounts: 84
Regulatory Filings
CRD Number: 130021
Last Filing Date: 2024-03-20 00:00:00
Website: https://hpm.garrison.ny.us