Overview
Assets Under Management: $1.2 billion
Headquarters: WHEELING, WV
High-Net-Worth Clients: 13
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.12
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 2,314
Discretionary Accounts: 1,029
Non-Discretionary Accounts: 1,285
Regulatory Filings
CRD Number: 396
Filing ID: 1965802
Last Filing Date: 2025-03-24 16:30:00
Website: https://hazlettburt.com