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| Happy Holidays!! thanks for using AUM13F!! |
| Hudson Advisor Services Inc
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|---|---|
| CRD # | 107769 |
| SEC # | 801-54763 |
| CIK # | |
| AUM | $312.2 M (2025-07-29) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 716-803-6587 |
| Address | 237 Main Street Buffalo, NY 14203 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 19.4 |
| (b) Individuals (high net worth individuals) | 150 | 283.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.8 |
| (h) Charitable organizations | 8 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.6 |
| (n) Other | 18 | 0.3 |
| Total | 699 | 312.2 |
| By Discretionary | ||
| Discretionary | 607 | 294.9 |
| Non-Discretionary | 92 | 17.4 |
| Total | 699 | 312.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.2 | |
| Total | 699 | 312.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Consilium Wealth Advisory LLC
✚
|
TX | 0.3 |
|
Pflug Koory LLC
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NE | 0.3 |
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Dibenedetto & Associates Ltd
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IL | 0.3 |
|
Unique Wealth Strategies
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IL | 0.3 |
|
Financial Planning Solutions LLC
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MA | 0.3 |
|
Transcendent Capital Group LLC
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OK | 0.3 |
|
Family Wealth Partners LLC
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|
NC | 0.3 |
|
Proathlete Wealth Management LLC
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|
FL | 0.3 |
|
Life Planning Partners Inc
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|
FL | 0.3 |
|
Stephenson and Company Inc
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|
CA | 0.3 |