|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Hapanowicz & Associates Financial Services Inc
✚
|
|
|---|---|
| CRD # | 157523 |
| SEC # | 801-72352 |
| CIK # | 0001695959 |
| AUM | $574.7 M (2025-02-28) |
| Employees | 13 (46% Investors, 69% Brokers) |
| Phone | 412-261-5966 |
| Address | Foster Plaza 6, 681 Andersen Drive Pittsburgh, PA 15220 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001695959 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.8 | ||
| Facebook Inc | 0.6 | ||
| Lockheed Martin Corp | 0.6 | ||
| PNC Financial Services Group Inc | 0.6 | ||
| Alphabet Inc | 0.6 | ||
| Microsoft Corp | 0.5 | ||
| Tesla Motors Inc | 0.5 | ||
| United Parcel Service Inc | 0.5 | ||
| SPDR Gold Trust | 0.5 | ||
| Amazon Com Inc | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Alphabet Inc | 0.3 | ||
| Applied Materials Inc /DE | 0.3 | ||
| Verizon Communications Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.2 | ||
| McDonalds Corp | 0.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 443 | 141.3 |
| (b) Individuals (high net worth individuals) | 166 | 314.0 |
| (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 | 1.3 |
| (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 | 118.0 |
| Total | 926 | 574.7 |
| By Discretionary | ||
| Discretionary | 913 | 456.6 |
| Non-Discretionary | 13 | 118.0 |
| Total | 926 | 574.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 574.7 | |
| Total | 926 | 574.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001695959] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sage Capital Advisors LLC
✚
|
SD | 0.6 |
|
RDA Financial Network Inc
✚
|
IA | 0.6 |
|
BMSS Wesson Wealth Solutions LLC
✚
|
AL | 0.6 |
|
New Harbor Financial Group LLC
✚
|
MA | 0.6 |
|
ABG Consultants LLC
✚
|
UT | 0.6 |
|
TRU Independence Asset Management LLC
✚
|
OR | 0.6 |
|
The Jentner Corporation
✚
|
OH | 0.6 |
|
The Retirement Solution LLC
✚
|
WA | 0.6 |
|
Rockport Wealth LLC
✚
|
OH | 0.6 |
|
van Den Berg Management I Inc
✚
|
TX | 0.6 |