HAPANOWICZ FINANCIAL

Foster Plaza 6, 681 Andersen Drive
Suite 100
Pittsburgh, Pennsylvania 15220
Tel: 412-261-5966

About HAPANOWICZ FINANCIAL

HAPANOWICZ FINANCIAL, formally registered with the SEC as HAPANOWICZ FINANCIAL. The firm was established in 05/18/2011. They have over 1 offices throughout the country.

HAPANOWICZ FINANCIAL is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $574,669,714 assets under management, offering retirement planning & investment advisory services to 926 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157523
SEC#	801-72352
Assets Managed by Firm	$574,669,714
No. of Clients	926
No. of Advisors	13

Fee Structure

A percentage of AUM
Other (PLANNING FEES BASED ON A PERCENTAGE OF CLIENT'S INCOME)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	926	$574,669,714
Individuals (other than high net worth individuals)	443	$141,321,635
High net worth individuals	166	$313,989,598
Pension and profit sharing plans	Fewer than 5 clients	$1,315,123

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