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Hazlett, Burt & Watson, Inc.

● SEC registered since 2006CRD 396SEC# 801-66333Wheeling, WV
Export (members)
Reg. AUM
$1.2B
Employees
19
Accounts
2,314
Location
Wheeling, WV

Hazlett, Burt & Watson, Inc. assets under management

Hazlett, Burt & Watson, Inc. is an SEC-registered investment adviser based in Wheeling, WV. The firm has been registered since 2006. It reports $1.2 billion in regulatory assets under management and employs 19 people.
www.hazlettburt.comView on SEC.gov ↗

Hazlett, Burt & Watson, Inc. owners & executives

7 reported
NameTitleOwnershipSince
George Sperry III Weaver ControlSr Exec Vp / DirectorUnder 5%2005
Harold Bruce Burech ControlDirector /Sr VpUnder 5%1981
Hb&w, Inc. ControlParent CompanyOver 75%1999
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Frequently asked questions

How much does Hazlett, Burt & Watson, Inc. manage?

Hazlett, Burt & Watson, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Hazlett, Burt & Watson, Inc. have?

Hazlett, Burt & Watson, Inc. reports 19 employees.

Where is Hazlett, Burt & Watson, Inc. located?

Hazlett, Burt & Watson, Inc. is based in Wheeling, WV and has been SEC-registered since 2006.

Does Hazlett, Burt & Watson, Inc. disclose fund performance?

Hazlett, Burt & Watson, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1300 Chapline Street, Wheeling, WV 26003
Phone304-233-3312
Fax304-233-3870
Office hours8:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$619.1M
Non-discretionary$578.7M
Total (RAUM)$1.2B