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| Hazlett Burt & Watson Inc
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|---|---|
| CRD # | 396 |
| SEC # | 801-66333 |
| CIK # | 0000046392 |
| AUM | 1,388.5 M (2026-03-25) |
| Employees | 20 (70% 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 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Lockheed Martin Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| PNC Financial Services Group Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,744 | 457.7 |
| (b) Individuals (high net worth individuals) | 613 | 874.1 |
| (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 | 11 | 30.6 |
| (h) Charitable organizations | 19 | 16.0 |
| (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 | 12 | 10.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,399 | 1,388.5 |
| By Discretionary | ||
| Discretionary | 1,140 | 747.9 |
| Non-Discretionary | 1,259 | 640.7 |
| Total | 2,399 | 1,388.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,388.5 | |
| Total | 2,399 | 1,388.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000046392] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
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