|
⚲
|
| Keyboard |
| Hazard & Siegel Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 151462 |
| SEC # | 801-70690 |
| CIK # | 0002065686 |
| AUM | 449.8 M (2026-03-31) |
| Employees | 24 (96% Investors, 96% Brokers) |
| Fees | |
| Minimum | |
| Phone | 315-414-0722 |
| Address | 5793 Widewaters Parkway Dewitt, NY 13214 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 55.1 |
| (b) Individuals (high net worth individuals) | 0 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 393.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 293 | 449.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 293 | 449.8 |
| Total | 293 | 449.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 449.8 | |
| Total | 293 | 449.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 153 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Horizon Advisors LLC
✚
|
TX | 451.4 M |
|
Wealthspan Partners LLC
✚
|
IA | 451.1 M |
|
ENZI Wealth LLC
✚
|
TX | 450.9 M |
|
Timonier Family Office Ltd
✚
|
NC | 450.3 M |
|
Mitchell & PAHL Private Wealth LLC
✚
|
OK | 449.9 M |
|
Guidance Capital Inc
✚
|
KY | 449.8 M |
|
Quaker Wealth Management LLC
✚
|
NJ | 449.3 M |
|
Main Line Retirement Advisors LLC
✚
|
MT | 448.6 M |
|
Adkins Seale Capital Management LLC
✚
|
LA | 448.2 M |
|
Cadence Wealth Management LLC
✚
|
MA | 448.0 M |