Hudson Valley Investment Advisors, Inc.

Hudson Valley Investment Advisors, Inc. (CRD# 107387) is a financial advisory firm headquartered in Goshen, NY. They manage $655,934,360 in 1,361 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    656
    MILLION
  • Total Number of Accounts
    1,361
    ACCOUNTS
  • Average Account Value
    $481,950
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

CA, CT, FL, LA, NH, NJ, NY, PA, SC, TX

Financial Advisors at Hudson Valley Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael M. Rundle
CRD#: 1723710
117 Grand Street, Suite 201, Goshen, NY 10924
96
Wealthminder
score

Michael Rundle (CRD# 1723710) is an Investment Advisor Representative working at Hudson Valley Investment Advisors, Inc. in Goshen, NY and has over 19 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.

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