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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Atlas prime
- Established Date
- 08-01-1997
- Office Locations
- 8
Office Locations
About Hudson Advisor Services, Inc.
Hudson Advisor Services is a registered investment adviser founded in 1994 providing investment advisory and family office services to individuals, families, trusts, and institutions. The firm builds primarily ETF-based discretionary portfolios and serves clients from offices in Buffalo, Vero Beach, and Greenwich. Leadership brings institutional experience from prior senior roles at HSBC and Goldman Sachs Trust Company.
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Owner & Executives
EVAN JOHN COPPOLA
CO-CIO, Co-Managing Partner
- CRD
- #6804218
- Ownership
- 25% but less than 50%
JEREMY CONRAD HUDSON
Chief Compliance Officer, CO-CIO, Co-Managing Partner
- CRD
- #4940731
- Ownership
- 25% but less than 50%
Summit quantum
Value quantum meridian
- CRD
- #67056
- Ownership
- 41.7%
Showing 2 of 4 owners & executives
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Evan J Coppola
Principal & Co-Chief Investment Officer
- CRD
- --
Jeremy C Hudson
Principal & Co-Chief Investment Officer
- CRD
- --
Delta north
Ember momentum summit
- CRD
- #31485
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $285,020,638 | $559,962 |
| Non-Discretionary | $25,068,279 | $329,846 |
| Total | $310,088,917 | $530,067 |
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Separately Managed Accounts
Total SMA Asset: $310,088,917
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $84,080,433 | 12.4% |
| Public Funds | $67,806,801 | 10.0% |
| Cash | $58,991,917 | 8.7% |
| Other | $171,551,207 | 25.3% |
| Municipal Bonds | $107,812,814 | 15.9% |
| Private Funds | $50,177,033 | 7.4% |
| U.S. Government/Agency | $137,647,807 | 20.3% |
| Total | $678,068,012 | 100.0% |