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Hudock Capital Group Share
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Overview Share
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Williamsport, Pennsylvania
$518.8 million AUM
1 office

Hudock Capital Group is based in Williamsport, Pennsylvania and has $518.8 million in assets under management.

Location
400 Market Street
Suite 200
Williamsport, PA 17701
$518.8 million
AUM
8
Employees
AUM Share
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$518,848,012
Assets under management
1,835 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 545 $131,451,734 25% $241,196
High net worth individuals 172 $375,125,123 72% $2,180,960
Pension and profit sharing plans Fewer than 5 clients $154,344
Charitable organizations 17 $11,563,587 2% $680,211
Other corporations or businesses 5 $553,224 0% $110,645
Employees Share
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8
Employees
7
Investment analysts
88% of total employees
AUM per employee Share
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$518,848,012
Assets under management
$64,856,002
AUM per employee
$74,121,145
AUM per investment analyst
About Share
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Compensation

Hudock Capital Group makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Hudock Capital Group provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 149,255
SEC number 801-70772
Legal structure Corporation
Legal governance Pennsylvania, United States
Latest ADV filing date May 05, 2020

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