Hp & Associates

Hp & Associates (CRD# 300587) is a financial advisory firm headquartered in , . They manage $52,044,776 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $913,066
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Hp & Associates
Showing 1 - 2 of 2 top financial advisors.
1
W. Harper, financial advisor Bellefontaine OH
W. J. Harper
CRD#: 237512
Bellefontaine, OH

W. Harper (CRD# 237512) is an Investment Advisor Representative working at Hp & Associates in Bellefontaine, OH and has over 37 years of experience in the finance industry.

2
Craig Poeppelman, financial advisor Bellefontaine OH
Craig J. Poeppelman
CRD#: 4730522
Bellefontaine, OH

Craig Poeppelman (CRD# 4730522) is an Investment Advisor Representative working at Hp & Associates in Bellefontaine, OH and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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