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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hazlett Burt & Watson Inc
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| CRD # | 396 |
| SEC # | 801-66333 |
| CIK # | 0000046392 |
| AUM | $1.2 B (2025-03-24) |
| Employees | 19 (68% Investors, 95% Brokers) |
| Phone | 304-233-3312 |
| Address | 1300 Chapline Street Wheeling, WV 26003 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| PNC Financial Services Group Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Oracle Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,728 | 432.7 |
| (b) Individuals (high net worth individuals) | 545 | 714.2 |
| (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 | 13 | 29.8 |
| (h) Charitable organizations | 18 | 13.1 |
| (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 | 10 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,314 | 1,197.9 |
| By Discretionary | ||
| Discretionary | 1,029 | 619.1 |
| Non-Discretionary | 1,285 | 578.7 |
| Total | 2,314 | 1,197.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,197.9 | |
| Total | 2,314 | 1,197.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000046392] |
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Folger Nolan Fleming Douglas Capital Management Inc
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DC | 1.2 |
|
Matrix Asset Advisors Inc
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|
Syntegra Private Wealth Group LLC
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MO | 1.2 |