Hudson Advisor Services, Inc. is a large advisory firm based in Buffalo. It manages $202.46 million of regulatory assets for 532 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Connecticut, Florida, and 4 other states.
Hudson Advisor Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hudson Advisor Services, Inc. is $202.46 million. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hudson Advisor Services, Inc. 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 and high net worth individuals. The largest group of clients of William Norton Hudson is high net worth individuals with 108 clients and $183.81 million of assets under management. Among the 8 most similar advisory firms, Hudson Advisor Services has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $202.46 million for 251 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 Advisor Services doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives 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.
Hudson Advisor Services, Inc. is owned by Frances Miley. William Norton Hudson has been acting as President since 1 Jun 1997. Evan John Coppola joined the executive team most recently as the Owner.
The principal office where Hudson Advisor Services, Inc. performs its advisory services is located at 237 Main Street, Buffalo, NY 14203, which is also the mailing address of the firm. An additional office of the firm is in Vero Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-504-1964 or by fax (716) 852-4591. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at hudsonadvisors.com.