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How does the advisor help clients – Key Takeaways:

Facts and Insights

HAZELVIEW SECURITIES (US) LLC is a leading financial services firm that provides expert guidance and advice to clients looking to achieve their financial goals. With a team of qualified and experienced advisors, they offer a range of services designed to help clients make informed decisions and optimize their financial strategies.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$1.2 billion (as of December 2020) 25 10 years (founded in 2011)

Financial Services Offered

The team at HAZELVIEW SECURITIES (US) LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, insurance, and more. Their advisors work closely with clients to understand their individual goals and develop personalized strategies to help achieve them.

Client Types

HAZELVIEW SECURITIES (US) LLC serves a wide range of clients, including individuals, families, and businesses. Their approach is tailored to each client’s unique situation and goals, with a focus on providing expert guidance and personalized solutions.

Fees & Compensation

HAZELVIEW SECURITIES (US) LLC operates on a fee-based structure, where the fees are based on the assets under management. This ensures that their advisors are aligned with their clients’ interests and are committed to helping them achieve their financial goals. They are transparent about their fees and provide clear and comprehensive documentation to their clients.


Founded in 2011, HAZELVIEW SECURITIES (US) LLC has established itself as a trusted and reliable partner for individuals and businesses seeking expert financial advice. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a registered investment advisor.

Financial Advisor Disclosures to Know

As a registered investment advisor, HAZELVIEW SECURITIES (US) LLC is required to disclose any potential conflicts of interest to their clients. They also adhere to strict ethical standards and have a fiduciary duty to act in the best interests of their clients. Additionally, they provide full disclosure of their fees, investment strategies, and potential risks to ensure clients are fully informed in their decision-making.

With a proven track record and a commitment to providing personalized and expert financial advice, HAZELVIEW SECURITIES (US) LLC is a top choice for clients seeking to achieve their financial goals. Contact them today to learn more about their services and how they can help you secure your financial future.

Company Information

Main Office

Mail Office

Other Information

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