HUDSON VALUE PARTNERS, LLC

PALM BEACH, Florida·3 registered advisors·CRD# 301325

SEC# 801-1152023646-343-9772

01

Firm Overview

AUM

$421M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Subscription fees

03

Specialties

Financial Planning Investment Management Retirement Planning Wealth Management

04

Advisors at HUDSON VALUE PARTNERS, LLC

3 registered advisors

Christopher Paul Davis

PALM BEACH, Florida

John Robert Kurlander

HAMBURG, New Jersey

Paul William Davis

PALM BEACH, Florida

05

Office Locations

PALM BEACH, Florida

HAMBURG, New Jersey

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Data sourced from SEC Form ADV filings. HUDSON VALUE PARTNERS, LLC (CRD# 301325) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.