Overview
Assets Under Management: $251 million
Headquarters: AMHERST, MA
High-Net-Worth Clients: 125
Average Client Assets: $2 million
Frequently Asked Questions
HART & PATTERSON FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310639), HART & PATTERSON FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
HART & PATTERSON FINANCIAL GROUP, LLC is headquartered in AMHERST, MA.
HART & PATTERSON FINANCIAL GROUP, LLC serves 125 high-net-worth clients according to their SEC filing dated August 29, 2024. View client details ↓
According to their SEC Form ADV, HART & PATTERSON FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HART & PATTERSON FINANCIAL GROUP, LLC manages $251 million in client assets according to their SEC filing dated August 29, 2024.
According to their SEC Form ADV, HART & PATTERSON FINANCIAL GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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