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VANTAGE FINANCIAL GROUP
HUDSON FINANCIAL SERVICES, INC.
CRD 309675 · SEC 801-136160
164 MAPLE ST., SUITE 1, AUBURN, CA, 95603, United States
Phone
530-906-1948
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$118.6M
Discretionary AUM
$118.6M
Team
4 total employees; 4 advisory reps; 12 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 331 | $40.3M |
| High net worth individuals | 110 | $76.1M |
| Corporations/business entities | 10 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD