HUDSON CAPITAL ADVISORY, INC.

237 Main Street
Suite 600
Buffalo, New York 14203
Tel: (617) 820-4014

About HUDSON CAPITAL ADVISORY, INC.

HUDSON CAPITAL ADVISORY, INC, formally registered with the SEC as HUDSON CAPITAL ADVISORY, INC. The firm was established in 06/14/2021. They have over 1 offices throughout the country.

HUDSON CAPITAL ADVISORY, INC. is a Buffalo, New York based Financial Planning firm with nearly $119,147,879 assets under management, offering retirement planning & investment advisory services to 369 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304163
SEC#	801-121466
Assets Managed by Firm	$119,147,879
No. of Clients	369
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	369	$119,147,879
Individuals (other than high net worth individuals)	59	$10,865,482
High net worth individuals	87	$107,840,440
Pension and profit sharing plans	Fewer than 5 clients	$322,238

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