LP Profile

Hamel Associates

Also known as hamel

Wealth ManagerChatham, United StatesFounded 1990
$548M
Assets Under Management
Chatham
Headquarters
Investment Focus

About Hamel Associates

Hamel Associates is a fee-based boutique wealth management firm founded in 1990 by Pat Hamel, with offices in Pennsylvania and Chatham, New Jersey. Its reported assets under management are about $548 million, and it serves high net worth individuals and families across the United States and three continents. It specialises in financial planning, investment management and tax planning, with a focus on responsible investing. Some client relationships span multiple generations, and the firm describes its approach as personalised and objective, with services coordinated in one place.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Hamel Associates from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$548.3M
Total Clients
238
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Hamel Associates?

Hamel Associates is a wealth manager based in Chatham, United States, managing approximately $548M in assets.

Where is Hamel Associates headquartered?

Hamel Associates is headquartered in Chatham, United States.

How much does Hamel Associates manage?

Hamel Associates manages approximately $548M in assets under management.

When was Hamel Associates founded?

Hamel Associates was founded in 1990.

How can I contact Hamel Associates?

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