Hudson Portfolio Management LLC

Hudson Portfolio Management LLC (CRD# 130021) is a financial advisory firm headquartered in Garrison, NY. They manage $100,600,000 in 251 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $400,797
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NH, NJ, NY, TX

Financial Advisors at Hudson Portfolio Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Toyken Yee
CRD#: 5437888
27 Garrison's Landing, Po Box 344, Garrison, NY 10524
90
Wealthminder
score

Toyken Yee (CRD# 5437888) is an Investment Advisor Representative working at Hudson Portfolio Management LLC in Garrison, NY and has 1 year of experience in the finance industry. Toyken Yee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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