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- Custodian
- Charles Schwab & Company ยท Regions Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-07-2000
- Office Locations
- 1
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.
Reported data analysis
What the numbers show
Between September 27, 2011 and June 18, 2012, reported AUM decreased 1.3%, from $49.2M to $48.5M.
Across 3 reported observations, AUM increased 10.5% between December 8, 2010 and June 18, 2012, from $43.9M to $48.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 267 clients, or 133.5 clients per representative. That equates to $392.7K in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
SMA allocation detail is available
Pampel & Associates, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.