Hommel Wealth Management, Inc.
Firm details
- Headquarters
- Garden City, New York
- CRD number
- 277166
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hommel Wealth Management, Inc. is an independent, privately owned registered investment adviser that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging fees by percentage of assets under management and for some services on an hourly basis. Hommel is not positioned as a capital allocator or pension consultant, does not report being an active ESG investor, and operates as a single-state adviser under individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities75%
- US Government Bonds15%
- Cash & Cash Equivalents10%
Contacts
1 of 1
John Hommel
PresidentCRD 1673219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Garden City, NY
Nassau
Location
Garden City, NY
Headquartered in Garden City, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 1225 Franklin Ave
- Time zone
- ET (UTC-5)
- Office locations
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