Hart & Patterson Financial Group
Hart & Patterson Financial Group (CRD# 310639) is a financial advisory firm headquartered in Amherst, MA. They manage $251,373,494 in 622 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Hart & Patterson Financial Group
By the Numbers
-
Total Assets Under Management251MILLION
-
Total Number of Accounts622ACCOUNTS
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Average Account Value$404,137
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Hart & Patterson Financial Group
1
Vikki Lenhart (CRD# 4738433) is an Investment Advisor Representative working at Hart & Patterson Financial Group in Amherst, MA and has over 15 years of experience in the finance industry.
2
Lucia Reed (CRD# 7676384) is an Investment Advisor Representative working at Hart & Patterson Financial Group in Amherst, MA and has 1 year of experience in the finance industry.
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