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Joann B Conry

HUDSON EDGE INVESTMENT PARTNERS, INC.·0000740272, Delaware
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NEWPORT TOWER, 0000740272, DE 07310CRD# 3247185Firm CRD# 104870
01

About

Joann B Conry is a registered financial advisor based in 0000740272, Delaware, affiliated with HUDSON EDGE INVESTMENT PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
HUDSON EDGE INVESTMENT PARTNERS, INC.
HUDSON EDGE INVESTMENT PARTNERS, INC.
AUM
$2.5B
Regulatory assets under management
Employees
17
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3247185
Firm CRD# 104870
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joann B Conry offer?
Joann B Conry specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in 0000740272, Delaware for a consultation.
What are Joann B Conry's credentials?
Joann B Conry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joann B Conry located?
Joann B Conry is based in 0000740272, Delaware, working with HUDSON EDGE INVESTMENT PARTNERS, INC.. Their office serves clients in the 0000740272 metropolitan area and surrounding communities.
How does Joann B Conry charge for services?
Joann B Conry's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUDSON EDGE INVESTMENT PARTNERS, INC.?
HUDSON EDGE INVESTMENT PARTNERS, INC. has approximately 17 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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