Hudson Financial Advisors Inc

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
3

Firm details

Headquarters
Streetsboro, Ohio
CRD number
113978
Fee structure
Percentage of AUM, Commissions
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Donald Tharp

    Donald Tharp

    PresidentCRD 1523916

  • Giuseppe Vitale

    Giuseppe Vitale

    Senior Wealth AdvisorCRD 6429282

  • Steven Mccann

    Steven Mccann

    Director of Financial PlanningCRD 5036597

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth