Hapanowicz Financial

RIASEC Registered

Total AUM

$622M

Discretionary

$520M

83% of AUM

Avg account

$613K

Accounts

1,016

Employees

Advisory reps

Firm details

Headquarters: Pittsburgh, Pennsylvania
CRD number: 157523
Registered since: May 18, 2011
Website: www.hapanowicz-associates.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Other
Client types: HNWI60.73%
Individuals22.55%
Other16.52%
Pension & Profit Sharing Plans0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hapanowicz Financial is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registration year 2011) and focuses on serving individual and family clients. Its fee structure is primarily a percentage of assets under management, with other fee arrangements in use as well. Core services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions, alongside pension consulting and educational workshops. The firm does not present itself as an ESG investor and appears to concentrate on traditional wealth-management relationships rather than acting as a capital allocator to external funds.