Overview
Assets Under Management: $575 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 166
Average Client Assets: $2 million
Frequently Asked Questions
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157523), HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. is headquartered in PITTSBURGH, PA.
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. serves 166 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. manages $575 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 926
Discretionary Accounts: 913
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 157523
Last Filing Date: 2025-02-28 00:00:00
Website: https://hapfinancial.com