PPrivate Fund Data Log in Join · $37/mo

Hapanowicz & Associates Financial Services, Inc.

● SEC registered since 2011CRD 157523SEC# 801-72352Pittsburgh, PA
Export (members)
Reg. AUM
$574.7M
Employees
13
Accounts
926
Location
Pittsburgh, PA

Hapanowicz & Associates Financial Services, Inc. assets under management

Hapanowicz & Associates Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Pittsburgh, PA. The firm has been registered since 2011. It reports $574.7 million in regulatory assets under management and employs 13 people.
www.hapfinancial.comView on SEC.gov ↗

Hapanowicz & Associates Financial Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Robert Edwin Hapanowicz ControlPresident, Chief Compliance OfficerOver 75%1989

Frequently asked questions

How much does Hapanowicz & Associates Financial Services, Inc. manage?

Hapanowicz & Associates Financial Services, Inc. reports $574.7 million in regulatory assets under management on its Form ADV.

How many employees does Hapanowicz & Associates Financial Services, Inc. have?

Hapanowicz & Associates Financial Services, Inc. reports 13 employees.

Where is Hapanowicz & Associates Financial Services, Inc. located?

Hapanowicz & Associates Financial Services, Inc. is based in Pittsburgh, PA and has been SEC-registered since 2011.

Does Hapanowicz & Associates Financial Services, Inc. disclose fund performance?

Hapanowicz & Associates Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressFoster Plaza 6, 681 Andersen Drive, Suite 100, Pittsburgh, PA 15220
Phone412-261-5966
Fax412-261-3353
Office hours8:30 To 5:00
SEC regionPhiladelphia Regional Office (PLRO)
CIK1695959
Discloses disciplinary historyNo

Assets under management

Discretionary$456.6M
Non-discretionary$118M
Total (RAUM)$574.7M