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PAMPEL & ASSOCIATES, INC.
CRD 110660 · SEC 801-41971
101 S. MAIN STREET, MONTICELLO, IN, 47960-4503, United States
Phone
574-583-7333
Fax
574-583-8726
Registration
— (—)
Source
State registered
Total AUM
$104.8M
Discretionary AUM
$104.8M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $38.5M |
| High net worth individuals | 32 | $54.3M |
| Pension/profit sharing plans | 8 | $9.0M |
| Charitable organizations | 4 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD