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Building 2HUDSON ADVISOR SERVICES, INC.

Map pinBUFFALO, NY
Phone716-803-6587
NotebookSEC #801-54763
Total AUM
$310.1M
Employees
6
Clients
287

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 AM - 5:00 PM
Monday - Friday
Phone
716-803-6587
Other Offices
2

ReceiptFinancials

Total AUM
$310.1M
Accounts
585
Discretionary
$285M
Accounts
509
Non-Discretionary
$25.1M
Accounts
76

ContactClients

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Individual Clients
120
AUM
$21.2M
HNW Individual Clients
139
AUM
$282.2M
Pension/Profit Sharing Plan Clients
6
AUM
$1.8M
Charitable Organization Clients
8
AUM
$4.5M
Government Entity Clients
13
AUM
$378.4K
Corporation or Business Clients
1
AUM
$16.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMAMDMENHNYTXVTWV

HandshakeAffiliates

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

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