HUDSON VALUE PARTNERS, LLC

2875 South Ocean Blvd.
Suite 200-26
Palm Beach, Florida 33480
Tel: 646-343-9772

About HUDSON VALUE PARTNERS, LLC

HUDSON VALUE PARTNERS, LLC, formally registered with the SEC as HUDSON VALUE PARTNERS, LLC. The firm was established in 05/10/2019. They have over 4 offices throughout the country.

HUDSON VALUE PARTNERS, LLC is a Palm Beach, Florida based Financial Planning firm with nearly $421,281,336 assets under management, offering retirement planning & investment advisory services to 400 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301325
SEC#	801-115202
Assets Managed by Firm	$421,281,336
No. of Clients	400
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	400	$421,281,336
Individuals (other than high net worth individuals)	64	$16,796,568
High net worth individuals	104	$396,604,156
Charitable organizations	Fewer than 5 clients	$5,323,990

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