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Building 2HAZARD & SIEGEL ADVISORY SERVICES LLC

Map pinDEWITT, NY
Phone315-414-0722
NotebookSEC #801-70690
Total AUM
$449.8M
Employees
24
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5793 WIDEWATERS PARKWAY
SUITE 200
DEWITT
NY 13214
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
315-414-0722
Other Offices
1

ReceiptFinancials

Total AUM
$449.8M
Accounts
293
Discretionary
$0
Accounts
0
Non-Discretionary
$449.8M
Accounts
293

ContactClients

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Individual Clients
124
AUM
$55.1M
HNW Individual Clients
1
AUM
$1.1M
Pension/Profit Sharing Plan Clients
26
AUM
$393.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Denial/Suspension/RevocationSRO Discipline/Expulsion/Suspension
State Registrations
ARCOCTFLMAMDNCNYOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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