HUDSON HERITAGE CAPITAL MANAGEMENT, INC.

CROTON-ON-HUDSON, New York·3 registered advisors·CRD# 44357

SEC# 801-640641914-271-8102

01

Firm Overview

AUM

$114M

Regulatory assets under management

Employees

13

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at HUDSON HERITAGE CAPITAL MANAGEMENT, INC.

3 registered advisors

Daniel Charles Preston

CROTON-ON-HUDSON, New York

Dominick Thomas Scianandre

CROTON-ON-HUDSON, New York

Frederick William Peterson

CROTON-ON-HUDSON, New York

05

Office Locations

CROTON-ON-HUDSON, New York

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Data sourced from SEC Form ADV filings. HUDSON HERITAGE CAPITAL MANAGEMENT, INC. (CRD# 44357) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.