HAMEL ASSOCIATES,INC.
Firm details
- Headquarters
- CENTER VALLEY, 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, corporation-form wealth adviser that has been SEC-registered since 1990 and is owned by an individual. The firm serves both individual & family and institutional clients and operates as a capital allocator that selects third-party managers as part of its offering. Core advisory activities include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm is identified as an active ESG investor.
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 5CHRISTINE WOOD
Tax SpecialistCRD 7294186
KEITH TUCHOLSKI
Director of Portfolio ManagementCRD 2662759
PASQUALE HAMEL
Founder and PresidentCRD 2113918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$87.6M in ETFs
100%
$87.3M
<1%
$351K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF (SCHY) | Schwab | Passive | Foreign Large Value | $26M | 820,968 | 29.66% |
Location
CENTER VALLEY, PA
LEHIGH
Location
CENTER VALLEY, PA
Headquartered in CENTER VALLEY, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- LEHIGH
- Address
- 3477 Corporate Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
MB, LEVIS & ASSOCIATES,LLC
RIACENTER VALLEY, PA
ARGYLE CAPITAL MANAGEMENT, LLC
RIACENTER VALLEY, PA
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
RIACENTER VALLEY, PA
BRIGHTSIDE WEALTH PLANNING, LLC
RIACENTER VALLEY, PA
SHETLAND FINANCIAL, PLLC
RIACENTER VALLEY, PA
CAPITAL PLANNING WEALTH MANAGEMENT
RIACENTER VALLEY, PA