Hudson Valley Investment Advisors Inc

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Assets, Funds, Holdings

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Hudson Valley Investment Advisors Inc
CRD #107387
SEC #801-48913
CIK #0001376924
AUM $1.4 BB (2024-03-26)
Employees 20 (40% Investors, 0% Brokers)
Phone845-294-6127
Address117 Grand Street, 2nd Floor
Goshen, NY 10924
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
1500120090060030002001200920172025
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]
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