$110.1M Total AUM
$110.1M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-20-2019
- Office Locations
- 1
Office Locations
-- Greensboro NC
About Hampel Investment Advisors
Hampel Investment Advisors (Greensboro, NC) provides discretionary portfolio management, strategy sessions, and personalized planning for Main Street investors, with direct access to the portfolio manager who selects holdings. The firm emphasizes fee-aware implementation and commonly uses ETFs alongside U.S. government and municipal bonds in SMAs, and publishes a monthly HIA Market Update newsletter.
Team overview
54 AVG AGE
$110.1M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
AMIT MENACHEM HAMPEL
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4925385
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,132,399 | $1,147,212 |
| Non-Discretionary | $0 | -- |
| Total | $110,132,399 | $1,147,212 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing