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Building 2HUDSON COMPANIES

Map pinPEARL RIVER, NY
Phone(845) 920-1600
NotebookSEC #801-74737
Total AUM
$48.8M
Employees
1
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BLUE HILL PLAZA
1ST FLOOR
PEARL RIVER
NY 10965
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(845) 920-1600

ReceiptFinancials

Total AUM
$48.8M
Accounts
234
Discretionary
$48.8M
Accounts
234
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
144
AUM
$15.2M
HNW Individual Clients
28
AUM
$33.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FLNJNYOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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