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- Custodian
- Charles Schwab & Company ยท Regions Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-07-2000
- Office Locations
- 2
Office Locations
About Pampel & Associates, Inc.
Pampel & Associates, Inc. is an Indiana-based advisory firm focused on building personalized, long-term investment strategies for individuals and families, with an emphasis on navigating life transitions and retirement planning. The team pairs risk-tolerance based planning with portfolio construction across vehicles such as ETFs, mutual funds and fixed income. The firm is led by President & CEO Eric J. Pampel and uses custodians including Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERIC JONATHON PAMPEL
Chief Compliance Officer, DIRECTOR, President
- CRD
- #3180206
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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AUSTIN WOOLLEY
Financial Advisor
- CRD
- #7544118
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,846,807 | $49,637 |
| Non-Discretionary | $0 | -- |
| Total | $104,846,807 | $49,637 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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