|
⚲
|
| Keyboard |
| Hapanowicz & Associates Financial Services Inc
✚
|
|
|---|---|
| CRD # | 157523 |
| SEC # | 801-72352 |
| CIK # | 0001695959 |
| AUM | 622.3 M (2026-06-24) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 12 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sage Capital Advisors LLC
✚
|
SD | 629.8 M |
|
Kutscher Benner Barsness & Stevens Inc
✚
|
WA | 627.8 M |
|
Sovereign Wealth Advisors LLC
✚
|
TX | 625.1 M |
|
Capital Planning LLC
✚
|
WA | 617.7 M |
|
Clear Wave Wealth Management LLC
✚
|
NJ | 617.0 M |
|
West Wealth Group LLC
✚
|
CA | 616.7 M |
|
Greenbush Financial Group LLC
✚
|
NY | 616.5 M |
|
Hiltop Partners LLC
✚
|
IN | 616.4 M |
|
Catalina Capital Group LLC
✚
|
CA | 616.3 M |
|
Darwin Wealth Management LLC
✚
|
FL | 614.5 M |