Hudson Portfolio Management LLC is a large advisory firm based in Garrison. It manages $114.4 million of regulatory assets for 239 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of New Hampshire, New Jersey, New York, and Texas.
Hudson Portfolio Management provides portfolio management for individuals and small businesses and hourly or fixed fee non-management advisory services. portfolio management for charitable and non-profit entities.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hudson Portfolio Management LLC is $114.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 275% since the beginning of its operation, and $5.8 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Hudson Portfolio Management LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Hudson Portfolio Management is high net worth individuals with 38 clients and $98.7 million of assets under management. Among the 9 most similar advisory firms, Hudson Portfolio Management has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $114.4 million for 84 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 5% of the firm’s clients are foreign persons or businesses.
Hudson Portfolio Management doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 83 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 Portfolio Management LLC performs its advisory services is located at 27 Garrison's Landing, Garrison, NY 10524 0344 The mailing address of the firm is P.O. Box 344, Garrison, NY 10524 0344. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 845-424-4567 or by fax 845-424-8327. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.