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| Hapanowicz & Associates Financial Services Inc
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|---|---|
| CRD # | 157523 |
| SEC # | 801-72352 |
| CIK # | 0001695959 |
| AUM | $622.3 M (2026-06-24) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Phone | 412-261-5966 |
| Address | Foster Plaza 6, 681 Andersen Drive Pittsburgh, PA 15220 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 1.4 | ||
| Alphabet Inc | 1.3 | ||
| Apple Inc | 1.0 | ||
| Nvidia Corp | 0.9 | ||
| Alphabet Inc | 0.9 | ||
| Lockheed Martin Corp | 0.7 | ||
| SPDR Gold Trust | 0.7 | ||
| PNC Financial Services Group Inc | 0.6 | ||
| Tesla Motors Inc | 0.5 | ||
| Applied Materials Inc /DE | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 462 | 140.3 |
| (b) Individuals (high net worth individuals) | 178 | 378.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 12 | 102.8 |
| Total | 1,016 | 622.3 |
| By Discretionary | ||
| Discretionary | 1,004 | 519.5 |
| Non-Discretionary | 12 | 102.8 |
| Total | 1,016 | 622.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 622.3 | |
| Total | 1,016 | 622.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001695959] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sage Capital Advisors LLC
✚
|
SD | 0.6 |
|
Kutscher Benner Barsness & Stevens Inc
✚
|
WA | 0.6 |
|
Sovereign Wealth Advisors LLC
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|
TX | 0.6 |
|
Capital Planning LLC
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|
WA | 0.6 |
|
Clear Wave Wealth Management LLC
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|
NJ | 0.6 |
|
West Wealth Group LLC
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|
CA | 0.6 |
|
Greenbush Financial Group LLC
✚
|
NY | 0.6 |
|
Hiltop Partners LLC
✚
|
IN | 0.6 |
|
Catalina Capital Group LLC
✚
|
CA | 0.6 |
|
Darwin Wealth Management LLC
✚
|
FL | 0.6 |