Hudson Valley Investment Advisors, INC.

Assets Under Management

$1.7B

Number of Clients

1,410

Number of Advisors

9

Average Client AUM

$1.2M

AUM per Advisor

$183.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Orange Investment Advisors provides investment services to individuals, trusts, estates, corporations, pension and profit-sharing plans, charitable institutions, and investment companies. Client accounts can be managed on a discretionary or non-discretionary basis. They also provide financial planning advice to existing clients.

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$500
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Location

117 Grand Street, 2nd Floor, Goshen, NY, 10924

9 Advisors at this firm

Hudson Valley Investment Advisors, Inc. | TrueAdvisor