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Building 2HAPANOWICZ FINANCIAL

Map pinPITTSBURGH, PA
Phone412-261-5966
NotebookSEC #801-72352
Total AUM
$622.3M
Employees
13
Clients
653

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
FOSTER PLAZA 6, 681 ANDERSEN DRIVE
SUITE 100
PITTSBURGH
PA 15220
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
412-261-5966

ReceiptFinancials

Total AUM
$622.3M
Accounts
1,016
Discretionary
$519.5M
Accounts
1,004
Non-Discretionary
$102.8M
Accounts
12

ContactClients

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Individual Clients
462
AUM
$140.3M
HNW Individual Clients
178
AUM
$378M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Other Clients
12
AUM
$102.8M
Description of Other Clients
QUALIFIED RETIREMENT PLANS

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PLANNING FEES BASED ON A PERCENTAGE OF CLIENT'S INCOME

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDOHPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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