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Hudson Valley Wealth Management

Finance · New York, United States · <25 Employees

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About

Headquarters

15 E Central Ave, Pearl River, New York, 10965,...

Phone Number

(845) 920-1600

Revenue

<$5 Million

Industry

Finance General Finance

Recent News & Media

No recent news or media

Who is Hudson Valley Wealth Management

Hudson Valley Wealth Management is an SEC-registered, fee-only investment advisory practice. We do not charge commissions, and are not paid by financial services firms to sell their products. We are compensated solely by fees from our clients for the services we provide. Our fee structure for investment management services is as follows: Assets up to $3,000,000 - 1% Assets from $3,000,001 to $5,000,000 - 0.75% Assets from $5,000,001 and up - NEGOTIABLE (dependent upon a number of variables, please contact us for more information. When you enter into an advisory agreement with HVWM, fees for the financial planning process are included in the asset management fee schedule. If, for some reason, you only wish to have HVWM put together a comprehensive financial plan for you, we will do so on a fixed fee basis. That fee can range from $500 - $1500 and up, depending upon the complexity of the plan, the number and types of assets to be considered and analyzed, and several other factors.Explore more
Hudson Valley Wealth Management's Social MediaPopular SearchesHudson Valley Wealth Management IncHudson Valley Wealth ManagementHudson CompaniesHudson Companies IncHudson Valley WealthSIC Code 62,628NAICS Code 52,523Show more

Hudson Valley Wealth Management Org Chart

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John Dunn

President

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Christopher Conover

Founder & President

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Hudson Valley Wealth Mana...

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Frequently Asked Questions Regarding Hudson Valley Wealth Management

Where is Hudson Valley Wealth Management located?
Hudson Valley Wealth Management's headquarters are located at 15 E Central Ave, Pearl River, New York, 10965, United States
What is Hudson Valley Wealth Management's phone number?
Hudson Valley Wealth Management's phone number is (845) 920-1600
What is Hudson Valley Wealth Management's official website?
Hudson Valley Wealth Management's official website is www.hudcos.com
What is Hudson Valley Wealth Management's Revenue?
Hudson Valley Wealth Management's revenue is <$5 Million
What is Hudson Valley Wealth Management's SIC code?
Hudson Valley Wealth Management's SIC: 62,628
What is Hudson Valley Wealth Management's NAICS code?
Hudson Valley Wealth Management's NAICS: 52,523
How many employees does Hudson Valley Wealth Management have?
Hudson Valley Wealth Management has <25 employees
What industry does Hudson Valley Wealth Management belong to?
Hudson Valley Wealth Management is in the industry of: Finance General, Finance
What is Hudson Valley Wealth Management competition?
Hudson Valley Wealth Management top competitors include: Core Wealth Management, Stockade Wealth Management, Charles Carroll Financial Partners, Pillar Wealth Management
What technology does Hudson Valley Wealth Management use?
Some of the popular technologies that Hudson Valley Wealth Management uses are: Facebook Web Custom Audiences, Facebook Pixel, WooCommerce, WordPress.org
How do I contact Hudson Valley Wealth Management?
Hudson Valley Wealth Management contact info: Phone number: (845) 920-1600 Website: www.hudcos.com
What does Hudson Valley Wealth Management do?

Hudson Valley Wealth Management is an SEC-registered, fee-only investment advisory practice. We do not charge commissions, and are not paid by financial services firms to sell their products. We are compensated solely by fees from our clients for the services we provide. Our fee structure for investment management services is as follows: Assets up... to $3,000,000 - 1% Assets from $3,000,001 to $5,000,000 - 0.75% Assets from $5,000,001 and up - NEGOTIABLE (dependent upon a number of variables, please contact us for more information. When you enter into an advisory agreement with HVWM, fees for the financial planning process are included in the asset management fee schedule. If, for some reason, you only wish to have HVWM put together a comprehensive financial plan for you, we will do so on a fixed fee basis. That fee can range from $500 - $1500 and up, depending upon the complexity of the plan, the number and types of assets to be considered and analyzed, and several other factors.Read More

What are Hudson Valley Wealth Management social media links?
Hudson Valley Wealth Management Linkedin page Hudson Valley Wealth Management Twitter page Hudson Valley Wealth Management Facebook page
Is Hudson Valley Wealth Management a public company?
Hudson Valley Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Hudson Valley Wealth Management

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