Overview
Assets Under Management: $575 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 166
Average Client Assets: $2 million
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