$80.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
77 ADV. Clients
8 yrs Firm Age
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- Custodian
- Ascensus · BNY Mellon · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-06-2018
- Office Locations
- 1
Office Locations
646 N. French RD Suite 9 Amherst NY
About Mollot & Hardy, Inc.
Mollot & Hardy, Inc. is a Amherst-based RIA. The firm has been operating for 8 years. Managing $80.6M in total assets under management, with 2 advisory representatives. They custody assets with Ascensus and BNY Mellon.
Team overview
81 AVG AGE
$40.3M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
2.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
ALAN RICHARD MOLLOT
Chief Compliance Officer, President
- CRD
- #816494
- Ownership
- 75% or more
Available
Available
Available
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SANFORD GARRY SEIDE
Vice President.
- CRD
- #1037938
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $80,604,656 | $995,119 |
| Total | $80,604,656 | $995,119 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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