Investment adviser · CRD 309675
VANTAGE FINANCIAL GROUP
Investment adviser filing (IA)
HUDSON FINANCIAL SERVICES, INC.
AUBURN, CA, United States · Form ADV filed May 15, 2026
- Regulatory AUM
- $119M Form ADV · Item 5.F
- Client accounts
- 808 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 110 | $76,100,000 | 64.2% |
| Individuals | 331 | $40,300,000 | 34.0% |
| Corporations & businesses | 10 | $2,200,000 | 1.9% |
Filing source
Form ADV 2106165 · May 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
164 MAPLE ST., SUITE 1AUBURN, CA, 95603, United States
CRD 309675
Filing source
Form ADV 2106165 · May 15, 2026 · 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.