HAZARD & SIEGEL ADVISORY SERVICES LLC
CRD #151462 SEC #801-70690 DEWITT, NY 315-414-0722
SEC Registered Disclosures
Total AUM
$378.5M
Discretionary
$0
Employees
24
Clients
101
Accounts
294
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $378.5M | $0 | $378.5M | 24 | 105 |
| Mar 2024 | $342.5M | $0 | $342.5M | 26 | 105 |
| Nov 2023 | $286.9M | $0 | $286.9M | 28 | 105 |
| Mar 2023 | $286.9M | $0 | $286.9M | 28 | 105 |
| Sep 2022 | $255.8M | $0 | $255.8M | 15 | 0 |
| Mar 2022 | $255.8M | $0 | $255.8M | 15 | 0 |
| Feb 2022 | $231.2M | $0 | $231.2M | 15 | 0 |
| Jul 2021 | $231.2M | $0 | $231.2M | 15 | 0 |
| Mar 2021 | $231.2M | $0 | $231.2M | 15 | 0 |
| May 2020 | $190.4M | $0 | $190.4M | 14 | 0 |
| Mar 2020 | $190.4M | $0 | $190.4M | 14 | 0 |
| Mar 2019 | $153M | $0 | $153M | 14 | 0 |
| Dec 2018 | $166.4M | $0 | $166.4M | 14 | 0 |
| Mar 2018 | $166.4M | $0 | $166.4M | 14 | 0 |
| Jul 2017 | $138.8M | $0 | $138.8M | 14 | 100 |
| Mar 2017 | $138.8M | $0 | $138.8M | 15 | 100 |
| Oct 2016 | $122M | $122M | $0 | 15 | 26 |
| Oct 2016 | $122M | $122M | $0 | 15 | 26 |
| Mar 2016 | $122M | $122M | $0 | 15 | 26 |
| Mar 2015 | $191.3M | $0 | $191.3M | 15 | 26 |
| Mar 2014 | $180M | $0 | $180M | 35 | 1 |
| Apr 2013 | $150.9M | $297K | $150.6M | 29 | 1 |
| Mar 2013 | $99.1M | $281K | $98.8M | 29 | 1 |
| Jun 2012 | $99.1M | $281K | $98.8M | 11 | 1 |
| Mar 2012 | $115.2M | $59.2M | $56M | 11 | 300 |
| Apr 2011 | $115.5M | $48.8M | $66.7M | -- | -- |
| Jun 2010 | $31M | $27.1M | $3.9M | -- | -- |
| May 2010 | $31M | $27.1M | $3.9M | -- | -- |
| Mar 2010 | $18.2M | $14.7M | $3.5M | -- | -- |
DateApr 2025
Total AUM$378.5M
Discretionary$0
Non-Disc.$378.5M
Employees24
Clients105
DateMar 2024
Total AUM$342.5M
Discretionary$0
Non-Disc.$342.5M
Employees26
Clients105
DateNov 2023
Total AUM$286.9M
Discretionary$0
Non-Disc.$286.9M
Employees28
Clients105
DateMar 2023
Total AUM$286.9M
Discretionary$0
Non-Disc.$286.9M
Employees28
Clients105
DateSep 2022
Total AUM$255.8M
Discretionary$0
Non-Disc.$255.8M
Employees15
Clients0
DateMar 2022
Total AUM$255.8M
Discretionary$0
Non-Disc.$255.8M
Employees15
Clients0
DateFeb 2022
Total AUM$231.2M
Discretionary$0
Non-Disc.$231.2M
Employees15
Clients0
DateJul 2021
Total AUM$231.2M
Discretionary$0
Non-Disc.$231.2M
Employees15
Clients0
DateMar 2021
Total AUM$231.2M
Discretionary$0
Non-Disc.$231.2M
Employees15
Clients0
DateMay 2020
Total AUM$190.4M
Discretionary$0
Non-Disc.$190.4M
Employees14
Clients0
DateMar 2020
Total AUM$190.4M
Discretionary$0
Non-Disc.$190.4M
Employees14
Clients0
DateMar 2019
Total AUM$153M
Discretionary$0
Non-Disc.$153M
Employees14
Clients0
DateDec 2018
Total AUM$166.4M
Discretionary$0
Non-Disc.$166.4M
Employees14
Clients0
DateMar 2018
Total AUM$166.4M
Discretionary$0
Non-Disc.$166.4M
Employees14
Clients0
DateJul 2017
Total AUM$138.8M
Discretionary$0
Non-Disc.$138.8M
Employees14
Clients100
DateMar 2017
Total AUM$138.8M
Discretionary$0
Non-Disc.$138.8M
Employees15
Clients100
DateOct 2016
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees15
Clients26
DateOct 2016
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees15
Clients26
DateMar 2016
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees15
Clients26
DateMar 2015
Total AUM$191.3M
Discretionary$0
Non-Disc.$191.3M
Employees15
Clients26
DateMar 2014
Total AUM$180M
Discretionary$0
Non-Disc.$180M
Employees35
Clients1
DateApr 2013
Total AUM$150.9M
Discretionary$297K
Non-Disc.$150.6M
Employees29
Clients1
DateMar 2013
Total AUM$99.1M
Discretionary$281K
Non-Disc.$98.8M
Employees29
Clients1
DateJun 2012
Total AUM$99.1M
Discretionary$281K
Non-Disc.$98.8M
Employees11
Clients1
DateMar 2012
Total AUM$115.2M
Discretionary$59.2M
Non-Disc.$56M
Employees11
Clients300
DateApr 2011
Total AUM$115.5M
Discretionary$48.8M
Non-Disc.$66.7M
Employees--
Clients--
DateJun 2010
Total AUM$31M
Discretionary$27.1M
Non-Disc.$3.9M
Employees--
Clients--
DateMay 2010
Total AUM$31M
Discretionary$27.1M
Non-Disc.$3.9M
Employees--
Clients--
DateMar 2010
Total AUM$18.2M
Discretionary$14.7M
Non-Disc.$3.5M
Employees--
Clients--