Hudson Portfolio Management LLC
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Learn more about Hudson Portfolio Management LLC
Overview
Hudson Portfolio Management LLC is an advisory company located in Garrison, New York. Hudson Portfolio Management LLC oversees $129.6 million in total assets over 253 client accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). It has a small group, including 5 financial advisors. Hudson Portfolio Management LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments such as options, bonds and stocks.
Hudson Portfolio Management LLC manages all of the firm's accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions for the client's account without needing the client's permission. The firm's average account size is $512,111. An average financial advisor at Hudson Portfolio Management LLC administers around 51 client accounts, placing it towards the middle in terms of personalization.
Hudson Portfolio Management LLC's headquarters is located at 27 Garrison'S Landing, Garrison, New York 10524-0344. It is legally registered to serve investors throughout 4 states, including New Hampshire, New Jersey, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hudson Portfolio Management LLC by the Numbers
$129.6 million
5
253
$512.1 thousand
Fee Structure
Financial management fees usually are based on which services the firm provides the client. Fees billed by Hudson Portfolio Management LLC can consist of some blend of the following fee types: asset-based, hourly or fixed. The company does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to retail investors and high net worth investors. Out of its 253 clients, Hudson Portfolio Management LLC's largest client by number of accounts is retail investors, although it also serves 42 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 6% of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 48.84%
- Other Individuals - 51.16%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Hudson Portfolio Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Hudson Portfolio Management LLC
Garrison, NY
Garrison, NY
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