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Building 2HUDSON VALLEY WEALTH MANAGEMENT, INC

Map pinNEW CITY, NY
Phone(845) 708-5474
NotebookSEC #801-68916
Total AUM
$1.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
151 NORTH MAIN STREET, SUITE 204
NEW CITY
NY 10956
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(845) 708-5474

ReceiptFinancials

Total AUM
$1.1M
Accounts
20
Discretionary
$1.1M
Accounts
20
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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