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HAMEL ASSOCIATES,INC.
HAMEL ASSOCIATES INC
CRD 107128 · SEC 801-37636
3477 CORPORATE PARKWAY, SUITE 100, CENTER VALLEY, PA, 18034, United States
Phone
973-665-1400
Fax
973-665-1405
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$548.3M
Discretionary AUM
$482.0M
Team
7 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $17.0M |
| High net worth individuals | 68 | $507.4M |
| Charitable organizations | 4 | $24.0M |
States served
CA, GA, NJ, NY, PA, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD