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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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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