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, SEC-registered registered investment adviser (since 1990) organized as a corporation with individual ownership. The firm acts as a capital allocator and serves a mix of individual, family and institutional clients. Core advisory activities include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers — indicating a willingness to outsource portions of investment management to third-party managers. Fee arrangements combine asset-based and fixed-fee structures. The firm identifies 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 5
Christine 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 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
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
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