|
⚲
|
| Hudson Advisor Services Inc
✚
| |
|---|---|
| CRD # | 107769 |
| SEC # | 801-54763 |
| CIK # | |
| AUM | $255.7 MM (2024-03-31) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 877-504-1964 |
| Address | 237 Main Street Buffalo, NY 14203 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 19.0 |
| (b) Individuals (high net worth individuals) | 135 | 229.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 0.2 |
| (h) Charitable organizations | 0 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.4 |
| (n) Other | 14 | 0.3 |
| Total | 578 | 255.7 |
| By Discretionary | ||
| Discretionary | 492 | 240.2 |
| Non-Discretionary | 86 | 15.6 |
| Total | 578 | 255.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.7 | |
| Total | 578 | 255.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
M Group Investment Advisor LLC
✚
|
FL | 0.3 |
|
Beacon Financial Strategies Corp
✚
|
NC | 0.3 |
|
Choice Wealth Advisors LLC
✚
|
ME | 0.3 |
|
Post Resch Tallon Group Inc
✚
|
NY | 0.3 |
|
Hassell Wealth Management LLC
✚
|
LA | 0.3 |
|
Langley Wealth Management LLC
✚
|
MS | 0.3 |
|
UniWealth Advisors Inc
✚
|
FL | 0.3 |
|
Quarry Hill Advisors LLC
✚
|
MN | 0.3 |
|
Arcadia Wealth Management Inc
✚
|
NY | 0.3 |
|
Riverpath Investments LLC
✚
|
CA | 0.3 |