HAMEL ASSOCIATES,INC.
HAMEL ASSOCIATES INC Legal Name
Adviser information for HAMEL ASSOCIATES,INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 238 | $434.3M |
| Non-Discretionary | 3 | $55.0M |
| Total | 241 | $489.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 52 | $18.0M |
| HNW Individuals | 60 | $449.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $554,931 |
| Charitable organizations | <5 | $21.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 5 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Accountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-37636 |
|---|---|
| SEC ERA File Number | 801-37636 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107128 |
| Legal Entity Identifier | None |
Principal Office
24 WASHINGTON AVENUECHATHAM
NJ
United States
Monday - Friday, 9AM - 5PM
Tel: 973-665-1400, Fax: 973-665-1405
Websites
Chief Compliance Officer
PASQUALE C. HAMEL
PRESIDENT
24 WASHINGTON AVENUE
CHATHAM
NJ
United States
Tel:
(973)665-1400
Fax:
(973)665-1405
P*****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HAMEL, PASQUALE, C | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER. | 02/1996 | > 75% |