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Hudson Valley Wealth Management, Inc

● SEC registered since 2012CRD 146338SEC# 801-74737Pearl River, NY
Export (members)
Reg. AUM
$64.8M
Employees
1
Accounts
388
Location
Pearl River, NY

Hudson Valley Wealth Management, Inc assets under management

Hudson Valley Wealth Management, Inc operates as an SEC-registered investment adviser based in Pearl River, NY. The firm has been registered since 2012. It reports $64.8 million in regulatory assets under management and employs 1 people.

Hudson Valley Wealth Management, Inc owners & executives

1 reported
NameTitleOwnershipSince
Christopher James Conover ControlPresident, Ceo, And CcoOver 75%2008

Frequently asked questions

How much does Hudson Valley Wealth Management, Inc manage?

Hudson Valley Wealth Management, Inc reports $64.8 million in regulatory assets under management on its Form ADV.

How many employees does Hudson Valley Wealth Management, Inc have?

Hudson Valley Wealth Management, Inc reports 1 employees.

Where is Hudson Valley Wealth Management, Inc located?

Hudson Valley Wealth Management, Inc is based in Pearl River, NY and has been SEC-registered since 2012.

Does Hudson Valley Wealth Management, Inc disclose fund performance?

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

Contact & registration

AddressOne Blue Hill Plaza, 1st Floor, Pearl River, NY 10965
Phone(845) 920-1600
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$62.3M
Non-discretionary$2.5M
Total (RAUM)$64.8M