HUDSON ADVISOR SERVICES, INC.

RIASEC RegisteredEst. 1997

Total AUM

$310M

Discretionary

$285M

92% of AUM

Avg account

$530K

Accounts

585

Employees

Advisory reps

Firm details

Headquarters: BUFFALO, New York
CRD number: 107769
Registered since: August 1, 1997
Website: hudsonadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.02%
Individuals6.83%
Charitable Organizations1.45%
Pension & Profit Sharing Plans0.58%
State / Municipal Government0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hudson Advisor Services, Inc. is an independent registered investment adviser organized as a corporation and active since the late 1990s. The firm serves both individual/family and institutional clients and functions as a capital allocator, including selecting and overseeing third‑party managers. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, and manager selection. Fee arrangements are flexible: percentage of AUM, hourly fees, and fixed fees are all used. The firm does not identify as an ESG-focused investor.