|
⚲
|
| Hazard & Siegel Advisory Services LLC
✚
| |
|---|---|
| CRD # | 151462 |
| SEC # | 801-70690 |
| CIK # | |
| AUM | $342.5 MM (2024-03-27) |
| Employees | 26 (96% Investors, 96% Brokers) |
| Phone | 315-414-0722 |
| Address | 5793 Widewaters Parkway Dewitt, NY 13214 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 27.1 |
| (b) Individuals (high net worth individuals) | 7 | 14.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 301.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 294 | 342.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 294 | 342.5 |
| Total | 294 | 342.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 342.5 | |
| Total | 294 | 342.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
REIK & Co LLC
✚
|
NY | 0.3 |
|
Wakefield Asset Management LLLP
✚
|
CO | 0.3 |
|
Holistic Financial Partners LLC
✚
|
IN | 0.3 |
|
Brown Lisle/Cummings Inc
✚
|
RI | 0.3 |
|
Fountainhead Financial LLC
✚
|
IL | 0.3 |
|
Georgina Asset Management LLC
✚
|
CA | 0.3 |
|
Sanchez Wealth Management Group LLC
✚
|
FL | 0.3 |
|
Maryland Capital Advisors Inc
✚
|
MD | 0.3 |
|
Balanced Wealth Group LLC
✚
|
OH | 0.3 |
|
Zephyr Investment Management Inc
✚
|
CA | 0.3 |