Hapanowicz & Associates Financial Services, Inc.
● SEC registered since 2011CRD 157523SEC# 801-72352Pittsburgh, PA
Reg. AUM
$622.3M
Employees
13
Accounts
1,016
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 $622.3 million in regulatory assets under management and employs 13 people.
Hapanowicz & Associates Financial Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Edwin Hapanowicz Control | President, Chief Compliance Officer | Over 75% | 1989 |
Frequently asked questions
How much does Hapanowicz & Associates Financial Services, Inc. manage?
Hapanowicz & Associates Financial Services, Inc. reports $622.3 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
| Address | Foster Plaza 6, 681 Andersen Drive, Suite 100, Pittsburgh, PA 15220 |
| Phone | 412-261-5966 |
| Fax | 412-261-3353 |
| Office hours | 8:30 To 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1695959 |
| Discloses disciplinary history | No |
Regulatory AUM
$622.3M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$622.3Mregulatory AUM
Discretionary $519.5MNon-discretionary $102.8M