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HAMEL ASSOCIATES,INC.
24 Washington Avenue
Chatham, New Jersey 07928
Tel: 973-665-1400
About HAMEL ASSOCIATES,INC.
HAMEL ASSOCIATES,INC, formally registered with the SEC as HAMEL ASSOCIATES,INC. The firm was established in 10/29/1990. They have over 3 offices throughout the country.
HAMEL ASSOCIATES,INC. is a Chatham, New Jersey based Financial Planning firm with nearly $489,339,727 assets under management, offering retirement planning & investment advisory services to 241 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107128 |
| SEC# | 801-37636 |
| Assets Managed by Firm | $489,339,727 |
| No. of Clients | 241 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 241 | $489,339,727 |
| Individuals (other than high net worth individuals) | 52 | $17,954,077 |
| High net worth individuals | 60 | $449,245,709 |
| Pension and profit sharing plans | Fewer than 5 clients | $554,931 |
| Charitable organizations | Fewer than 5 clients | $21,585,010 |
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|---|---|---|---|
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