Hapi

Broker-DealerFINRA MemberEst. 2022
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Portland, Oregon
CRD number
311868
Registered since
January 27, 2022
Website
hapi.trade

Firm profile

FINTRX

Overview

Hapi is organized as a limited liability company and is shown as SEC-registered in 2022. Ownership is listed as a combination of a domestic entity and individuals. FINTRX classifies the firm as "unclassified" and provides minimal public detail about its client base or advisory activities. The database flags Hapi as not a capital allocator and not an active ESG investor. It is also not identified as a pension consultant or a related adviser. FINTRX does not mark the adviser as newly formed, despite the 2022 SEC registration date.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Christian Maynard-Philipp

    Christian Maynard-Philipp

    CEO & CCOCRD 6592228

  • Brian Megenity

    Brian Megenity

    Chief Compliance OfficerCRD 2889637

Contacts

3 of 5
  • Steven Eng

    Steven Eng

    Deputy CCOCRD 6293783

  • Nicole Brinkerhoff

    Nicole Brinkerhoff

    CRD 5742266

  • Guilherme Mucceli Moreira Rangel

    Senior Compliance OfficerCRD 8030045

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Portland, OR

Multnomah

Location

Portland, OR

Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Multnomah
Address
2646 Nw Cornell Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth