HUDSON VALLEY INVESTMENT ADVISORS, INC.

117 Grand Street, 2nd Floor
Goshen, New York 10924
Tel: 845-294-6127

About HUDSON VALLEY INVESTMENT ADVISORS, INC.

HUDSON VALLEY INVESTMENT ADVISORS, INC, formally registered with the SEC as HUDSON VALLEY INVESTMENT ADVISORS, INC. The firm was established in 04/07/1995. They have over 2 offices throughout the country.

HUDSON VALLEY INVESTMENT ADVISORS, INC. is a Goshen, New York based Financial Planning firm with nearly $1,404,856,489 assets under management, offering retirement planning & investment advisory services to 2047 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107387
SEC#	801-48913
Assets Managed by Firm	$1,404,856,489
No. of Clients	2047
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PLAN ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT AND 1031 EXCHANGE CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2047	$1,404,856,489
Individuals (other than high net worth individuals)	874	$258,877,418
High net worth individuals	321	$880,852,853
Pension and profit sharing plans	14	$24,659,852
Charitable organizations	42	$118,921,723
Corporations or other businesses	31	$67,083,125

More Retirement Planning firms in Goshen, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
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
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
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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