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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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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