Hudock is an investment advisor in Williamsport with $732.86 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Hudock Capital Group, LLC, Hudock Moyer Wealth Resources, LLC
SEC CIK
IRS number
270509052
SEC advisor number
801-70772
FINRA CRD number
149255
AUM ?
$732.86 mm
(as of 31 Oct 22)
Accounts
2,220
(as of 31 Oct 22)
Employees
14
(7 investment advisory or research)
Address
Hudock
400 MARKET STREET
SUITE 200
WILLIAMSPORT
PA 17701
400 MARKET STREET
SUITE 200
WILLIAMSPORT
PA 17701
Office hours
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Phone
570-326-9500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hudock, Michael, Joseph | Trustee | 07/2019 | 25-50% |
Dieffenderfer, Wayne, Ley | Chief Compliance Officer | 03/2012 | < 5% |
Hudock, Inc. Employee Stock Ownership Plan and Trust | Owner | 07/2019 | > 75% |
Hudock, Barbara, Benner | Trustee | 07/2019 | 50-75% |
Hudock, Barbara, Benner | Trustee Committee Member | 07/2019 | < 5% |
Hudock, Michael, Joseph | Trustee Committee Member | 07/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21