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| Happy Holidays!! thanks for using AUM13F!! |
| Hudson Valley Investment Advisors Inc
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| CRD # | 107387 |
| SEC # | 801-48913 |
| CIK # | 0001376924 |
| AUM | $1.7 B (2025-06-25) |
| Employees | 19 (42% Investors, 0% Brokers) |
| Phone | 845-294-6127 |
| Address | 117 Grand Street, 2nd Floor Goshen, NY 10924 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 965 | 275.2 |
| (b) Individuals (high net worth individuals) | 373 | 1,072.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 61.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 19.5 |
| (h) Charitable organizations | 34 | 138.7 |
| (i) State or municipal government entities | 4 | 9.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 74.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,206 | 1,650.9 |
| By Discretionary | ||
| Discretionary | 2,119 | 1,438.4 |
| Non-Discretionary | 87 | 212.5 |
| Total | 2,206 | 1,650.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.8 | |
| United States Persons | 1,646.1 | |
| Total | 2,206 | 1,650.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001376924] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rockbridge Investment Management LLC
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|
NY | 1.7 |
|
Fidelis Capital Partners LLC
✚
|
FL | 1.7 |
|
Wealhouse Capital Limited Partnership
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|
1.7 | |
|
Slatestone Wealth LLC
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FL | 1.7 |
|
The Edgar Lomax Company
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|
VA | 1.7 |
|
Nottingham Advisors Inc
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NY | 1.7 |
|
SLK Private Wealth Management LLC
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|
CA | 1.6 |
|
Kanawha Capital Management LLC
✚
|
VA | 1.6 |
|
Cahaba Wealth Management Inc
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|
GA | 1.6 |
|
Mosaic Family Wealth Partners LLC
✚
|
MO | 1.6 |