Hudson Valley Wealth Management, Inc.
Hudson Valley Wealth Management, Inc. (CRD# 146338) is a financial advisory firm headquartered in Pearl River, NY. They manage $85,679,430 in 432 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management86MILLION
Total Number of Accounts432ACCOUNTS
Average Account Value$198,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients