|
⚲
|
| Hapanowicz & Associates Financial Services Inc
✚
| |
|---|---|
| CRD # | 157523 |
| SEC # | 801-72352 |
| CIK # | 0001695959 |
| AUM | $497.4 MM (2024-06-20) |
| Employees | 11 (45% Investors, 55% Brokers) |
| Phone | 412-261-5966 |
| Address | 301 Grant Street Pittsburgh, PA 15219 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AVDX | 1,313.3 | 2.4 | |
| PNC | 66,069.5 | 0.9 | |
| GOOGL | 1,475,138.5 | 0.8 | |
| GOOG | 1,482,566.4 | 0.8 | |
| UPS | 157,208.0 | 0.7 | |
| AMZN | 1,092,997.8 | 0.7 | |
| AAPL | 2,382,844.0 | 0.6 | |
| LMT | 111,953.9 | 0.6 | |
| MSFT | 1,918,222.4 | 0.4 | |
| COST | 207,576.9 | 0.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 399 | 122.3 |
| (b) Individuals (high net worth individuals) | 150 | 267.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 3.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 13 | 103.4 |
| Total | 809 | 497.4 |
| By Discretionary | ||
| Discretionary | 796 | 394.1 |
| Non-Discretionary | 13 | 103.4 |
| Total | 809 | 497.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 497.4 | |
| Total | 809 | 497.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001695959] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Hackett Group LLC
✚
|
LA | 0.5 |
|
Singer Wealth Advisors LLC
✚
|
FL | 0.5 |
|
MinichMacGregor Wealth Management LLC
✚
|
NY | 0.5 |
|
Prevail Innovative Wealth Advisors LLC
✚
|
KS | 0.5 |
|
van Den Berg Management I Inc
✚
|
TX | 0.5 |
|
Colorado Capital Management Inc
✚
|
CO | 0.5 |
|
Five Oceans Advisors LLC
✚
|
CA | 0.5 |
|
RDA Financial Network Inc
✚
|
IA | 0.5 |
|
Charlesworth & RUGG Inc
✚
|
CA | 0.5 |
|
BMSS Wesson Wealth Solutions LLC
✚
|
AL | 0.5 |