27 Garrison'S Landing
Garrison, New York 10524-0344
Tel: 845-424-4567
HUDSON PORTFOLIO MANAGEMENT LLC, formally registered with the SEC as HUDSON PORTFOLIO MANAGEMENT LLC. The firm was established in 01/09/2004. They have over 1 offices throughout the country.
HUDSON PORTFOLIO MANAGEMENT LLC is a Garrison, New York based Financial Planning firm with nearly $145,766,400 assets under management, offering retirement planning & investment advisory services to 84 clients. The firm is staffed with 6 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130021 |
| SEC# | 801-62646 |
| Assets Managed by Firm | $145,766,400 |
| No. of Clients | 84 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 84 | $145,766,400 |
| Individuals (other than high net worth individuals) | 41 | $14,940,800 |
| High net worth individuals | 41 | $127,440,000 |
| Charitable organizations | 2 | $3,385,600 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
Explore More Retirement Advisors in Garrison, New York