Hudson Financial Advisors Inc
Firm details
- Headquarters
- Streetsboro, Ohio
- CRD number
- 113978
- Website
- hudsonfinancial.com
- Fee structure
- Percentage of AUM, Commissions
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hudson Financial Advisors Inc. is organized as a corporation under individual ownership and is described in public records as an unclassified advisory firm that acts as a capital allocator. The firm combines advisory services with insurance brokerage activity. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is a mix of a percentage-based fee on assets under management and commission income from product sales. The firm is not flagged as an active ESG investor, is not a multistate adviser, and is not newly formed.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Donald Tharp
PresidentCRD 1523916

Giuseppe Vitale
Senior Wealth AdvisorCRD 6429282

Steven Mccann
Director of Financial PlanningCRD 5036597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Streetsboro, OH
Portage
Location
Streetsboro, OH
Headquartered in Streetsboro, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Portage
- Address
- 10034 Wellman Rd
- Time zone
- ET (UTC-5)
- Office locations
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