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. Structured as a privately owned corporation, the firm serves both individual/family and institutional clients and operates as a capital allocator, selecting third‑party managers when appropriate. Its core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements combine an asset‑based percentage and fixed fees. 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$92.8M in ETFs
99%
$92.3M
1%
$557K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF (SCHY) | Schwab | Passive | Foreign Large Value | $27.3M | 869,100 | 29.40% |
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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