Hamel Associates Inc
● SEC registered since 1990CRD 107128SEC# 801-37636Allentown, PA
Reg. AUM
$548.3M
Employees
7
Accounts
238
Location
Allentown, PA
About Hamel Associates
Hamel Associates is a fee-based boutique wealth management firm specializing in financial planning, investment management, and tax planning for high-net-worth clients. It emphasizes a comprehensive, responsible-investing approach and broad geographic client relationships.
Summary based on the firm’s website.
Hamel Associates Inc assets under management
Hamel Associates Inc is an SEC-registered investment adviser based in Allentown, PA. The firm has been registered since 1990. It reports $548.3 million in regulatory assets under management and employs 7 people.
Hamel Associates Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Pasquale C Hamel Control | President/Chief Compliance Officer. | Over 75% | 1996 |
Frequently asked questions
How much does Hamel Associates Inc manage?
Hamel Associates Inc reports $548.3 million in regulatory assets under management on its Form ADV.
How many employees does Hamel Associates Inc have?
Hamel Associates Inc reports 7 employees.
Where is Hamel Associates Inc located?
Hamel Associates Inc is based in Allentown, PA and has been SEC-registered since 1990.
Does Hamel Associates Inc disclose fund performance?
Hamel Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1150 Glenlivet Dr., Suite A-12, Allentown, PA 18106 |
| Phone | 973-665-1400 |
| Fax | 973-665-1405 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$548.3M▲ 7%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$548.3Mregulatory AUM
Discretionary $482MNon-discretionary $66.3M