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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-29-1990
- Office Locations
- 4
Office Locations
About Hamel ASSOCIATES,INC.
Hamel Associates is a fee-based boutique wealth manager in Chatham, NJ (near NYC) providing comprehensive financial planning, investment management, and tax planning for high-net-worth individuals and families. The firm emphasizes responsible investing and objective, personalized advice, often supporting multigenerational relationships. Founded in 1990, it coordinates with clients’ other advisors to implement plans and serves clients across the U.S. and globally.
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Custodian
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Owner & Executives
PASQUALE C HAMEL
Chief Compliance Officer, President
- CRD
- #2113918
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOSHUA RYAN TOSONI
Wealth Management Associate
- CRD
- #7356942
KEITH MICHAEL TUCHOLSKI
Financial Consultant
- CRD
- #2662759
Atlas beacon
Pioneer insight
- CRD
- #35115
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $482,021,817 | $2,051,157 |
| Non-Discretionary | $66,302,051 | $22,100,684 |
| Total | $548,323,868 | $2,303,882 |
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Separately Managed Accounts
Total SMA Asset: $548,323,868
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,554,828,149 | 20.1% |
| U.S. Government/Agency | $1,137,113,124 | 14.7% |
| Public Funds | $1,214,467,758 | 15.7% |
| Corporate - Investment Grade | $1,531,621,759 | 19.8% |
| Cash | $564,688,830 | 7.3% |
| Other | $1,732,743,808 | 22.4% |
| Total | $7,735,463,428 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL INSIGHT | OPTIMA HORIZON | YYZ92SD07 | AACN | 5.81% | $33,865,116 |
| SUMMIT MATRIX FOCUS | EAGLE PATHWAY | BD13QVMEB | QPB | 4.30% | $46,521,550 |
| QUANTUM ZENITH | ZENITH PEAK | 4LKIXNYN4 | GLOHI | 5.65% | $23,674,988 |
| PRIME UNISON | RIDGE FUSION | CWBK0XM7Y | NZT | 1.16% | $78,042,505 |
| ELEMENT MATRIX | FUSION EMBER | LAUVOG3OY | AOIM | 7.36% | $94,652,226 |
| EMBER ELEMENT | OAK DELTA | BGFVDO0SV | PLFEW | 4.09% | $43,202,260 |
| ATLAS MOMENTUM ZENITH | GLACIER PRIME | U0R1DQGYQ | MYCZ | 4.02% | $45,805,631 |
| RADIAL EAGLE | VALUE BEACON | MYJE080U9 | DDFQ | 9.42% | $102,206,696 |