Hamel Associates,Inc.
Firm details
- Headquarters
- Allentown, Pennsylvania
- CRD number
- 107128
- Registered since
- October 29, 1990
- Website
- www.hamelassociatesinc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.53%
- Charitable Organizations4.37%
- Individuals3.1%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hamel Associates, Inc. is an independent registered investment adviser that has been SEC-registered since 1990 and is owned by an individual. The firm serves both individual/family and institutional clients and functions as a capital allocator, blending fee arrangements based on a percentage of assets under management and fixed fees. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Hamel Associates describes itself as an active ESG investor and is not designated as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- US Government Bonds14%
- Public Funds/Mutual Funds13%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents5%
Contacts
3 of 4
Pasquale Hamel
Founder and PresidentCRD 2113918
Keith Tucholski
Director Of Portfolio ManagementCRD 2662759
Joshua Tosoni
Wealth Management AssociateCRD 7356942
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$96.1M in ETFs
100%
$95.6M
1%
$481K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF (SCHY) | Schwab | Passive | Foreign Large Value | $25.7M | 808,765 | 26.70% |
Location
Allentown, PA
Lehigh
Location
Allentown, PA
Headquartered in Allentown, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lehigh
- Address
- 1150 Glenlivet Dr
- Time zone
- ET (UTC-5)
- Office locations
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