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Home > Retirement Planners > new york > buffalo > HUDSON ADVISOR SERVICES, INC.
HUDSON ADVISOR SERVICES, INC.
237 Main Street
Suite 600
Buffalo, New York 14203
Tel: 877-504-1964
About HUDSON ADVISOR SERVICES, INC.
HUDSON ADVISOR SERVICES, INC, formally registered with the SEC as HUDSON ADVISOR SERVICES, INC. The firm was established in 08/01/1997. They have over 3 offices throughout the country.
HUDSON ADVISOR SERVICES, INC. is a Buffalo, New York based Financial Planning firm with nearly $255,720,431 assets under management, offering retirement planning & investment advisory services to 578 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107769 |
| SEC# | 801-54763 |
| Assets Managed by Firm | $255,720,431 |
| No. of Clients | 578 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 578 | $255,720,431 |
| Individuals (other than high net worth individuals) | 111 | $19,007,738 |
| High net worth individuals | 135 | $228,977,207 |
| Pension and profit sharing plans | 14 | $240,635 |
| Charitable organizations | Fewer than 5 clients | $3,762,701 |
| Corporations or other businesses | 5 | $3,382,429 |
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