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HUDSON VIEW ADVISORS, LLC
132 Maple St.
2nd Fl.
Croton-on-hudson, New York 10520
Tel: 914-827-0051
About HUDSON VIEW ADVISORS, LLC
HUDSON VIEW ADVISORS, LLC, formally registered with the SEC as HUDSON VIEW ADVISORS, LLC. The firm was established in 08/22/2017. They have over 1 offices throughout the country.
HUDSON VIEW ADVISORS, LLC is a Croton-on-hudson, New York based Financial Planning firm with nearly $45,746,830 assets under management, offering retirement planning & investment advisory services to 201 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288839 |
| SEC# | 801-111035 |
| Assets Managed by Firm | $45,746,830 |
| No. of Clients | 201 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 201 | $45,746,830 |
| Individuals (other than high net worth individuals) | 115 | $23,879,779 |
| High net worth individuals | 7 | $15,990,185 |
| Pension and profit sharing plans | 1 | $5,876,866 |
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