Hudson Valley Investment Advisors, Inc.
Hudson Valley Investment Advisors, Inc. (CRD# 107387) is a financial advisory firm headquartered in Goshen, NY. They manage $695,621,763 in 1,382 accounts and serve the financial needs of clients across 10 states (or territories).
Total Assets Under Management696MILLION
Total Number of Accounts1,382ACCOUNTS
Average Account Value$503,344
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CT, FL, LA, NH, NJ, NY, PA, SC, TX
Michael Rundle (CRD# 1723710) is an Investment Advisor Representative working at Hudson Valley Investment Advisors, Inc. in Goshen, NY and has over 20 years of experience in the finance industry. Michael Rundle 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.