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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-06-2019
- Office Locations
- 1
Office Locations
About HP & Associates
HP & Associates, P.C. (est. 1994) is a Farmington Hills, Michigan CPA firm providing year-round tax return preparation, accounting/audit, and business consulting for small business owners, executives, and independent professionals, plus individuals. The firm emphasizes tax savings, payroll/payroll tax support, and accounting automation, with client-facing tax prep checklists and refund-tracking resources. Public filings also indicate financial and tax planning using ETF-based portfolios.
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Investment Themes
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Owner & Executives
CRAIG JOSPEH POEPPELMAN
Chief Compliance Officer, President
- CRD
- #4730522
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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W. JOSEPH HARPER
Owner
- CRD
- #237512
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $54,447,129 | -- |
| Total | $54,447,129 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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