|
⚲
|
| Hudson Financial Services Inc
✚
|
|
|---|---|
| CRD # | 309675 |
| SEC # | 801-136160 |
| CIK # | |
| AUM | $118.6 M (2026-05-15) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 530-906-1948 |
| Address | 164 Maple St Auburn, CA 95603 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 331 | 40.3 |
| (b) Individuals (high net worth individuals) | 110 | 76.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 808 | 118.6 |
| By Discretionary | ||
| Discretionary | 808 | 118.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 808 | 118.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.6 | |
| Total | 808 | 118.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sentara Capital LLC
✚
|
GA | 0.1 |
|
Boulevard Wealth Management Inc
✚
|
MN | 0.1 |
|
CSP Financial Group LLC
✚
|
AZ | 0.1 |
|
Compass Capital Management LLC
✚
|
OK | 0.1 |
|
Redeem Financial Group LLC
✚
|
AZ | 0.1 |
|
Pinnacle Wealth Management Partners Inc
✚
|
MI | 0.1 |
|
Vanderpol Investments LLC
✚
|
MI | 0.1 |
|
South Shore Investment Services LLC
✚
|
MA | 0.1 |
|
Willamette Financial Advisors LLC
✚
|
OR | 0.1 |
|
CIRO Capital LLC
✚
|
NJ | 0.1 |