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HUDSON ADVISOR SERVICES, INC.
CRD 107769 · SEC 801-54763
237 MAIN STREET, SUITE 600, BUFFALO, NY, 14203, United States
Phone
716-803-6587
Fax
716-505-1500
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$310.1M
Discretionary AUM
$285.0M
Team
6 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $21.2M |
| High net worth individuals | 139 | $282.2M |
| Pension/profit sharing plans | 6 | $1.8M |
| Charitable organizations | 8 | $4.5M |
| State/municipal entities | 13 | $378K |
States served
VT, CA, CO, ME, MD, MA, NY, WV, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD