Hapi

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Portland, Oregon
CRD number
311868
Registered since
January 27, 2022
Website
hapi.trade

Firm profile

FINTRX

Overview

Hapi is organized as a limited liability company with ownership characterized as a mix of a domestic entity and an individual. Available registry flags identify the firm as unclassified and indicate it does not function as a capital allocator, does not pursue ESG investing, and is not classified as a multistate adviser, pension consultant, newly formed adviser, or related adviser. The firm has provided minimal public detail about its business model; there are no disclosed descriptions of its advisory activities, fee schedules, or target client segments in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Christian Maynard-Philipp

    Christian Maynard-Philipp

    CEO & CCOCRD 6592228

  • Brian Megenity

    Brian Megenity

    Chief Compliance OfficerCRD 2889637

Contacts

3 of 4
  • Steven Eng

    Steven Eng

    Deputy CCOCRD 6293783

  • Nicole Brinkerhoff

    Nicole Brinkerhoff

    CRD 5742266

  • Guilherme Mucceli Moreira Rangel

    Senior Compliance OfficerCRD 8030045

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Portland, OR

Multnomah

Location

Portland, OR

Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Multnomah
Address
2646 Nw Cornell Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth