HUDSON HERITAGE CAPITAL MANAGEMENT, INC.

20 Baltic Place
Suite 2
Croton-on-hudson, New York 10520
Tel: 914-271-8102

About HUDSON HERITAGE CAPITAL MANAGEMENT, INC.

HUDSON HERITAGE CAPITAL MANAGEMENT, INC, formally registered with the SEC as HUDSON HERITAGE CAPITAL MANAGEMENT, INC. The firm was established in 01/14/2008. They have over 2 offices throughout the country.

HUDSON HERITAGE CAPITAL MANAGEMENT, INC. is a Croton-on-hudson, New York based Financial Planning firm with nearly $121,730,000 assets under management, offering retirement planning & investment advisory services to 432 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	44357
SEC#	801-64064
Assets Managed by Firm	$121,730,000
No. of Clients	432
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	432	$121,730,000
Individuals (other than high net worth individuals)	271	$69,927,486
High net worth individuals	14	$47,641,141
Pension and profit sharing plans	11	$4,081,499
Charitable organizations	3	$79,874

More Retirement Planning firms in Croton-on-hudson, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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