HUDSON VIEW ADVISORS, LLC

RIASEC RegisteredEst. 2017

Total AUM

$64.3M

Discretionary

0% of AUM

Avg account

$279K

Accounts

231

Employees

Advisory reps

Firm details

Headquarters: CROTON ON HUDSON, New York
CRD number: 288839
Registered since: August 22, 2017
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.03%
Individuals37.49%
Pension & Profit Sharing Plans9.48%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Hudson View Advisors, LLC is an independent Registered Investment Adviser organized as an LLC and registered with the SEC in 2017. The firm is owner-operated and serves both individual/family and institutional clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. Investment activity leans toward public funds and mutual funds as the primary building blocks of client portfolios, while the firm also supplements those core exposures with allocations to private placements and real estate through third‑party alternative managers. Hudson View Advisors is not identified as an active ESG investor and reports itself as a non-multi-state adviser.