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HUDSON HERITAGE CAPITAL MANAGEMENT, INC.
CRD 44357 · SEC 801-64064
20 BALTIC PLACE, SUITE 2, CROTON-ON-HUDSON, NY, 10520, United States
Phone
914-271-8102
Fax
914-271-3417
Registration
— (—)
Source
State registered
Total AUM
$128.7M
Discretionary AUM
$0
Team
12 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 276 | $93.0M |
| High net worth individuals | 9 | $31.1M |
| Pension/profit sharing plans | 12 | $4.4M |
| Charitable organizations | 3 | $195K |
All web addresses on file
Official SEC filing: View on IAPD