PPrivate Fund Data Log in Join · $37/mo

Hudson Valley Investment Advisors, Inc.

● SEC registered since 1995CRD 107387SEC# 801-48913Goshen, NY
Export (members)
Reg. AUM
$1.65B
Employees
19
Accounts
2,206
Location
Goshen, NY

Hudson Valley Investment Advisors, Inc. assets under management

Hudson Valley Investment Advisors, Inc. is a registered investment adviser overseen by the SEC based in Goshen, NY. The firm has been registered since 1995. It reports $1.7 billion in regulatory assets under management and employs 19 people.

Hudson Valley Investment Advisors, Inc. owners & executives

10 reported
NameTitleOwnershipSince
David Padraic Dineen ControlDirectorUnder 5%2025
Denis Fatovic ControlDirectorUnder 5%2022
Elizabeth Stradar ControlDirectorUnder 5%2018
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Hudson Valley Investment Advisors, Inc. manage?

Hudson Valley Investment Advisors, Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Hudson Valley Investment Advisors, Inc. have?

Hudson Valley Investment Advisors, Inc. reports 19 employees.

Where is Hudson Valley Investment Advisors, Inc. located?

Hudson Valley Investment Advisors, Inc. is based in Goshen, NY and has been SEC-registered since 1995.

Does Hudson Valley Investment Advisors, Inc. disclose fund performance?

Hudson Valley Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address117 Grand Street, 2nd Floor, Goshen, NY 10924
Phone845-294-6127
Fax845-294-1438
Office hours8:30 a.m.- 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.44B
Non-discretionary$212.5M
Total (RAUM)$1.65B