Hapi
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 311868
- Registered since
- January 27, 2022
- Website
- hapi.trade
Firm profile
FINTRXOverview
Hapi is organized as a limited liability company and is an SEC-registered investment adviser (registration recorded in 2022). Ownership is listed as a combination of a domestic entity and an individual. The advisor is classified as "unclassified" in the source data. The firm is not flagged as an active ESG investor, is not a capital allocator, and is not identified as a multi-state or newly formed adviser in the dataset.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Christian Maynard-Philipp
CEO & CCOCRD 6592228
Contacts
3 of 6Guilherme Mucceli Moreira Rangel
Senior Compliance OfficerCRD 8030045
Nicole Brinkerhoff
CRD 5742266
Steven Eng
Deputy CCOCRD 6293783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Liberty Capital
Broker-DealerPortland, OR
Stancorp Equities, Inc.
Broker-DealerPortland, OR
Paulson Investment Company LLC
Broker-DealerPortland, OR
M Financial Securities Marketing, Inc.
Broker-DealerPortland, OR
Somerset Securities, Inc.
Broker-DealerPortland, OR
Steward Partners Investment Solutions, LLC
Broker-DealerPortland, OR