Hapi

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
7
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 and appears on the SEC register with an initial registration year of 2022. Ownership is identified as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available data and is not flagged as a capital allocator. Publicly reported firm attributes indicate it does not identify as an active ESG investor, it is not designated a multi-state adviser, and it is not listed as a pension consultant or related adviser. Several typical disclosure fields—client base composition, fee structure, and detailed advisory activities—are not provided in the available record.

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

1 of 1
  • Christian Maynard-Philipp

    Christian Maynard-Philipp

    CEO & CCOCRD 6592228

Contacts

3 of 6
  • Steven Eng

    Steven Eng

    Deputy CCOCRD 6293783

  • Nicole Brinkerhoff

    Nicole Brinkerhoff

    CRD 5742266

  • Brian Megenity

    Brian Megenity

    CCOCRD 2889637

Unlock 3 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