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 advisor organized as a corporation and SEC-registered since 2011. The firm is owner-operated and focuses on individuals and families, delivering fee-based advice primarily charged as a percentage of assets under management (with some other fee arrangements). Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and educational seminars/workshops. The firm does not position itself as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Robert Hapanowicz
CEO & Senior Wealth AdvisorCRD 6499160
Robert Hapanowicz
CEOCRD 1635067
Contacts
3 of 4
Charles 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 20Active vs passive
$313M in ETFs
89%
$280M
1%
$33.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG) | Vanguard | Passive | Large Growth | $67.9M | 531,074 | 21.67% |
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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