HAPANOWICZ FINANCIAL
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 157523
- Registered since
- May 18, 2011
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI60.73%
- Individuals22.55%
- Other16.52%
- Pension & Profit Sharing Plans0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hapanowicz Financial is an independent registered investment adviser organized as a corporation and registered with the SEC since 2011. The firm serves individual and family clients rather than operating as a capital allocator or related-adviser network. Its primary fee model is a percentage of assets under management, supplemented by other fees where applicable. Core advisory services listed in filings include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and educational seminars and workshops. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in its disclosure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- US Government Bonds15%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2ROBERT HAPANOWICZ
CEO & Senior Wealth AdvisorCRD 6499160
ROBERT HAPANOWICZ
CEOCRD 1635067
Contacts
3 of 4Charles Davis
Assistant Portfolio ManagerCRD 6916220
Dante Sienko
Lead Wealth AdvisorCRD 7525196
Eric Forsythe
Lead Wealth AdvisorCRD 8038414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$246M in ETFs
88%
$217M
1%
$29.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG) | Vanguard | Passive | Large Growth | $57.9M | 527,960 | 23.52% |
Location
PITTSBURGH, PA
ALLEGHENY
Location
PITTSBURGH, PA
Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 6 681 Andersen Dr
- Time zone
- ET (UTC-5)
- Office locations
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