Hapanowicz & Associates Financial Services is an investment advisor in Pittsburgh with $510.45 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
251839938
SEC advisor number
801-72352
FINRA CRD number
157523
AUM ?
$420.04 mm
(as of 4 Jan 22)
Accounts
647
(as of 4 Jan 22)
Employees
10
(5 investment advisory or research)
Address
Hapanowicz & Associates Financial Services
ONE OXFORD CENTRE
SUITE 2250
PITTSBURGH
PA 15219
ONE OXFORD CENTRE
SUITE 2250
PITTSBURGH
PA 15219
Office hours
Monday - Friday, 9:00 TO 5:00
Phone
412-261-5966
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hapanowicz, Robert, Edwin | President, Chief Compliance Officer | 01/1989 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jul 24
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22