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Pampel & Associates Inc (Monticello)


Pampel & Associates Inc is an adviser based in Monticello. It manages $48.55 million of regulatory assets for 978 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Idaho, and 4 other states.

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Pampel & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pampel & Associates: assets under management

The assets under management (AUM) of Pampel & Associates Inc is $48.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $48.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49.64 thousand each.
Pampel & Associates has custody of $1.98 million in cash and securities for 25 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pampel & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Monticello

The principal office where Pampel & Associates Inc performs its advisory services is located at 101 South Main Street, Monticello, IN 47960, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 574-583-7333 or by fax 574-583-8726. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at pampel.com.


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