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HAPANOWICZ FINANCIAL

HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.

CRD 157523 · SEC 801-72352

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FOSTER PLAZA 6, 681 ANDERSEN DRIVE, SUITE 100, PITTSBURGH, PA, 15220, United States

Phone

412-261-5966

Fax

412-261-3353

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$622.3M

Discretionary AUM

$519.5M

Team

13 total employees; 7 advisory reps; 12 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; PLANNING FEES BASED ON A PERCENTAGE OF CLIENT'S INCOME

Org form

Corporation

Filing date

2026-06-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals462$140.3M
High net worth individuals178$378.0M

States served

MD, OH, PA, FL

All web addresses on file

Official SEC filing: View on IAPD