Hudson View Advisors, LLC is a mid-sized advisory firm based in Croton On Hudson. It manages $28.58 million of regulatory assets for 143 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Connecticut, Louisiana, New Jersey, and New York.
Hudson View Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hudson View Advisors, LLC is $28.58 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hudson View Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Hudson View Advisors is individuals with 72 clients and $12.68 million of assets under management. Among the 6 most similar advisory firms, Hudson View Advisors has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $28.58 million for 82 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Hudson View Advisors doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Hudson View Advisors, LLC performs its advisory services is located at 132 Maple St., Croton On Hudson, NY 10520, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-827-0051 or by fax 914-827-0054. The normal business hours are office visits by appointment only on Other.