HPA Financial Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 289062
- Website
- www.hpafinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI51.73%
- Individuals48.27%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
HPA Financial Group, LLC is an owner-operated advisory firm organized as an LLC that provides fee-based portfolio management primarily for individual and family clients. The firm charges a percentage of assets under management and performs both direct portfolio management for individuals and small businesses and selection of third‑party advisers. HPA identifies itself as a capital allocator and does not list ESG investing as an active focus. It operates on a single-state basis and does not describe pension consulting or related-adviser arrangements.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents13%
- Exchange Traded Equities3%
Contacts
1 of 1
Olivia Papa
Founding PartnerCRD 1379929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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