Overview
Assets Under Management: $251 million
Headquarters: AMHERST, MA
High-Net-Worth Clients: 125
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 622
Discretionary Accounts: 622
Regulatory Filings
CRD Number: 310639
Last Filing Date: 2024-08-29 00:00:00
Website: https://hartpatterson.com