Overview
Assets Under Management: $81 million
Headquarters: AMHERST, NY
High-Net-Worth Clients: 10
Average Client Assets: $5.5 million
Frequently Asked Questions
MOLLOT & HARDY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128377), MOLLOT & HARDY, INC. is subject to fiduciary duty under federal law.
MOLLOT & HARDY, INC. is headquartered in AMHERST, NY.
MOLLOT & HARDY, INC. serves 10 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, MOLLOT & HARDY, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
MOLLOT & HARDY, INC. manages $81 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, MOLLOT & HARDY, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.50%
Average Client Assets: $5.5 million
Total Client Accounts: 81
Non-Discretionary Accounts: 81
Regulatory Filings
CRD Number: 128377
Filing ID: 2065591
Last Filing Date: 2026-03-13 09:32:22