Overview
Assets Under Management: $110 million
High-Net-Worth Clients: 28
Average Client Assets: $3.2 million
Frequently Asked Questions
HAMPEL INVESTMENT ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300246), HAMPEL INVESTMENT ADVISORS is subject to fiduciary duty under federal law.
HAMPEL INVESTMENT ADVISORS serves 28 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, HAMPEL INVESTMENT ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
HAMPEL INVESTMENT ADVISORS manages $110 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, HAMPEL INVESTMENT ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.06%
Average Client Assets: $3.2 million
Total Client Accounts: 96
Discretionary Accounts: 96
Regulatory Filings
CRD Number: 300246
Filing ID: 2072818
Last Filing Date: 2026-03-27 14:44:14