Hudson Oak Wealth Advisory LLC
Hudson Oak Wealth Advisory LLC (CRD# 300218) is a financial advisory firm headquartered in Hoboken, NJ. They manage $95,875,661 in 215 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Hudson Oak Wealth Advisory LLC
By the Numbers
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Total Assets Under Management96MILLION
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Total Number of Accounts215ACCOUNTS
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Average Account Value$445,933
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY, TX
Financial Advisors at Hudson Oak Wealth Advisory LLC
1
Brian Sheahen (CRD# 6760327) is an Investment Advisor Representative working at Hudson Oak Wealth Advisory LLC in Hoboken, NJ and has 1 year of experience in the finance industry.
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