Hudson Valley Investment Advisors, Inc.

Hudson Valley Investment Advisors, Inc. (CRD# 107387) is a financial advisory firm headquartered in Goshen, NY. They manage $1,404,856,489 in 2,047 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
117 Grand Street, 2nd Floor, Goshen, NY 10924
http://www.hviaonline.com
By the Numbers
  • Total Assets Under Management
    1,405
    MILLION
  • Total Number of Accounts
    2,047
    ACCOUNTS
  • Average Account Value
    $686,300
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, VT

Financial Advisors at Hudson Valley Investment Advisors, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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