HART & PATTERSON FINANCIAL GROUP, LLC

HART & PATTERSON FINANCIAL GROUP
AMHERST, Massachusetts·2 registered advisors·CRD# 310639
SEC# 801-1195960(413) 253-9454
01

Firm Overview

AUM
$251M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HART & PATTERSON FINANCIAL GROUP, LLC

2 registered advisors
Susan Marie Patterson
AMHERST, Massachusetts
Vikki Diane Lenhart
AMHERST, Massachusetts
05

Office Locations

AMHERST, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. HART & PATTERSON FINANCIAL GROUP, LLC (CRD# 310639) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.