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Building 2HAMPEL INVESTMENT ADVISORS

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Phone704-517-5312
NotebookSEC #801-135175
Total AUM
$110.1M
Employees
1
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
704-517-5312

ReceiptFinancials

Total AUM
$110.1M
Accounts
96
Discretionary
$110.1M
Accounts
96
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$4.1M
HNW Individual Clients
28
AUM
$90.4M
Pension/Profit Sharing Plan Clients
3
AUM
$11.3M
Charitable Organization Clients
5
AUM
$4M
Corporation or Business Clients
1
AUM
$366.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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