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Hampel Investment Advisors

EST. AUM
$110,132,399

CONTACTS
1

CLIENT ACCOUNTS
96

Firm Details

Metro area Raleigh
CRD Number 300246
Website hia-nc.com
Client types

Overview

Hampel Investment Advisors, LLC is a registered investment adviser that provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm focuses on constructing and managing diversified portfolios using publicly traded securities, with investment decisions tailored to each client’s objectives, risk tolerance, and time horizon. The firm operates as a client-centric advisory business, emphasizing disciplined portfolio construction, ongoing monitoring, and long-term wealth stewardship rather than pooled investment strategies or fund sponsorship.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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