Investment adviser · CRD 140552
HUDSON VALLEY INVESTMENT ADVISORS, LLC
Investment adviser filing (IA)
GOSHEN, NY, United States · Form ADV filed May 17, 2012
- Regulatory AUM
- $278M Form ADV · Item 5.F
- Client accounts
- 906 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 17, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
117 GRAND STREET SUITE 201GOSHEN, NY, 10924, United States
CRD 140552
Filing source
Form ADV 647768 · May 17, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.