Hazard & Siegel Advisory Services LLC
Hazard & Siegel Advisory Services LLC is an SEC-registered wealth manager in Dewitt, NY with $449.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Hazard & Siegel Advisory Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151462, SEC 801-70690, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $449.8M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Dewitt, NY
- Employees
- 24
- Clients
- 150
- CRD
- 151462
- Ownership
- JOSEPH, ALEXANDER, SOTIR; MULLEN, DAVID, MARK
How much AUM does Hazard & Siegel Advisory Services LLC have?
Hazard & Siegel Advisory Services LLC reported $449.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Hazard & Siegel Advisory Services LLC?
Disclosed owners and executives of Hazard & Siegel Advisory Services LLC include JOSEPH, ALEXANDER, SOTIR, MULLEN, DAVID, MARK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.