⚲
|
Hudson Valley Investment Advisors Inc
✚
|
|
---|---|
CRD # | 107387 |
SEC # | 801-48913 |
CIK # | 0001376924 |
AUM | $1.4 BB (2024-03-26) |
Employees | 20 (40% Investors, 0% Brokers) |
Phone | 845-294-6127 |
Address | 117 Grand Street, 2nd Floor Goshen, NY 10924 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 874 | 258.9 |
(b) Individuals (high net worth individuals) | 321 | 880.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 47.4 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 14 | 24.7 |
(h) Charitable organizations | 42 | 118.9 |
(i) State or municipal government entities | 2 | 7.1 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 31 | 67.1 |
(n) Other | 0 | 0.0 |
Total | 2,047 | 1,404.9 |
By Discretionary | ||
Discretionary | 1,974 | 1,222.3 |
Non-Discretionary | 73 | 182.6 |
Total | 2,047 | 1,404.9 |
By Non-United States Persons | ||
Non-United States Persons | 4.1 | |
United States Persons | 1,400.8 | |
Total | 2,047 | 1,404.9 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001376924] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Capital Performance Advisors LLP
✚
|
CA | 1.4 |
Promus Capital LLC
✚
|
IL | 1.4 |
Segment Wealth Management LLC
✚
|
TX | 1.4 |
Nottingham Advisors Inc
✚
|
NY | 1.4 |
Titleist Asset Management LLC
✚
|
TX | 1.4 |
Ironwood Investment Counsel LLC
✚
|
AZ | 1.4 |
Expand Financial LLC
✚
|
CO | 1.4 |
Colonial Trust Advisors Inc
✚
|
SC | 1.4 |
Schaper Benz & Wise Investment Counsel Inc
✚
|
WI | 1.4 |
TIDE Cycle Resources LLC
✚
|
NH | 1.4 |