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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Bridge primeGlacier peak +more
- Established Date
- 10-05-2017
- Office Locations
- 1
Office Locations
About HPA Financial Group, LLC
HPA Financial Group is an independent, fiduciary advisory firm focused on retirement and life-event planning that integrates tax strategy with diversified, tax-efficient investment management. The team helps clients protect and grow assets, manage portfolio and insurance-related risks, and plan for legacy goals so retirees can sustain income through retirement. The practice is relationship-driven and built on long-term client retention and referrals.
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Owner & Executives
OLIVIA BOYER PAPA
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1379929
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,732,182 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,732,182 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,732,182
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $834,400,317 | 15.8% |
| Cash | $2,107,124,851 | 39.9% |
| Equity - Exchange | $2,339,489,496 | 44.3% |
| Total | $5,281,014,664 | 100.0% |