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Home > Retirement Planners > new york > dewitt > HAZARD & SIEGEL ADVISORY SERVICES LLC
HAZARD & SIEGEL ADVISORY SERVICES LLC
5793 Widewaters Parkway
Dewitt, New York 13214
Tel: 315-414-0722
About HAZARD & SIEGEL ADVISORY SERVICES LLC
HAZARD & SIEGEL ADVISORY SERVICES LLC, formally registered with the SEC as HAZARD & SIEGEL ADVISORY SERVICES LLC. The firm was established in 10/26/2009. They have over 2 offices throughout the country.
HAZARD & SIEGEL ADVISORY SERVICES LLC is a Dewitt, New York based Financial Planning firm with nearly $342,464,897 assets under management, offering retirement planning & investment advisory services to 294 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151462 |
| SEC# | 801-70690 |
| Assets Managed by Firm | $342,464,897 |
| No. of Clients | 294 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SOLICITOR FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 294 | $342,464,897 |
| Individuals (other than high net worth individuals) | 111 | $27,071,742 |
| High net worth individuals | 7 | $13,978,547 |
| Pension and profit sharing plans | 26 | $301,414,608 |
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