HUDSON VALLEY INVESTMENT ADVISORS, INC. - Financial Advisor in New York, Goshen

Tel: 845-294-6127 117 Grand Street, 2nd Floor Goshen, New York 10924

About HUDSON VALLEY INVESTMENT ADVISORS, INC.

HUDSON VALLEY INVESTMENT ADVISORS, INC. is a Goshen, New York based financial advisory firm with nearly $1,404,856,489 in assets under management and provides investment advisory services for 2047 clients. There are currently 20 financial advisors at the firm.

General Information

Firm CRD#:

107387

Firm SEC#:

801-48913

Assets Under Management:

$1,404,856,489

No. of Clients:

2047

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT AND 1031 EXCHANGE CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (PLAN ASSETS UNDER ADVISEMENT)

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Top Financial Advisory Firms in New York, Goshen

FirmCRD#:284461

SEC#:801-119391

No. of Advisors:2

No. of Clients:240

AUM:$113,659,557

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

GREAT PATH PLANNING

284461

801-119391

240

$113,659,557

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