Hazlett, Burt & Watson is an investment advisor in Wheeling with $1.11 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
550538822
SEC advisor number
801-66333
FINRA CRD number
396
AUM ?
$1.11 bn
(as of 10 Mar 22)
Accounts
2,534
(as of 10 Mar 22)
Employees
21
(16 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Weaver, George Sperry JR | Director | 09/1973 | < 5% |
Burech, Harold Bruce | Director /SR VP | 04/1981 | < 5% |
Weaver, George Sperry III | SR Exec VP / Director | 04/2005 | < 5% |
Echols, Marilynn Sue | Executive Vice President / Director | 08/2011 | < 5% |
Holloway, Walker Peterson JR | SR VP / Director | 02/2000 | < 5% |
Bidwell, Timothy Morgan | Exec VP / CFO / Chief Compliance Officer / Director | 04/2005 | < 5% |
Barickman, Michael Thompson | Exec VP / Director | 02/2006 | < 5% |
HB&W, Inc. | Parent Company | 09/1999 | > 75% |
Marsh, Jason Lee | Chairman / CEO / Director | 04/2021 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Oct 24
13F-HR
Quarterly holdings report by institutional manager
7 Aug 24
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22