PAMPEL & ASSOCIATES, INC.

Overview

Pampel & Associates, Inc. is an independent registered investment adviser that serves both individual and institutional clients with a mix of financial planning and discretionary portfolio management. The firm charges fees based on a percentage of assets under management and also offers hourly billing for select advisory work. Its advisory services span financial planning, pension consulting, and educational workshops, indicating a practice focused on ongoing relationships and advisory depth for families, small businesses and institutions. Investment implementation favors pooled public funds and mutual funds as core building blocks for client portfolios, while separately managed account strategies are used where appropriate. The firm is not positioned as an ESG/impact investor and is classified as a non-multistate adviser in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices