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Building 2HUDSON CAPITAL ADVISORY, INC.

Map pinBUFFALO, NY
Phone716-277-2717
NotebookSEC #801-121466
Total AUM
$327.7M
Employees
5
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
237 MAIN STREET
SUITE 600
BUFFALO
NY 14203
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
716-277-2717
Other Offices
1

ReceiptFinancials

Total AUM
$327.7M
Accounts
603
Discretionary
$298.8M
Accounts
511
Non-Discretionary
$28.9M
Accounts
92

ContactClients

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Individual Clients
102
AUM
$30M
HNW Individual Clients
142
AUM
$296.3M
Pension/Profit Sharing Plan Clients
1
AUM
$901.5K
Charitable Organization Clients
1
AUM
$296.8K
Government Entity Clients
1
AUM
$197.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMDNYWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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