HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
C47
CRD 157523·SEC 801-72352·PITTSBURGH, PA
AUM
$622.3M
$500M-$1B
Est. Revenue
$6.2M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$14.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $242.6M
'21 · $278.1M
'22 · $510.5M
'23 · $510.5M
'25 · $574.7M
'26 · $622.3M
'20'26
$242.6M → $622.3M▲ +157%
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 6 advisors
'26 · 7 advisors
'20'26
5 advisors → 7 advisors▲ +40%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.