HART & PATTERSON FINANCIAL GROUP

19 Research Drive
Amherst, Massachusetts 01002
Tel: (413) 253-9454

About HART & PATTERSON FINANCIAL GROUP

HART & PATTERSON FINANCIAL GROUP, formally registered with the SEC as HART & PATTERSON FINANCIAL GROUP. The firm was established in 10/29/2020. They have over 1 offices throughout the country.

HART & PATTERSON FINANCIAL GROUP is a Amherst, Massachusetts based Financial Planning firm with nearly $251,373,494 assets under management, offering retirement planning & investment advisory services to 622 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310639
SEC#	801-119596
Assets Managed by Firm	$251,373,494
No. of Clients	622
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	622	$251,373,494
Individuals (other than high net worth individuals)	94	$55,458,446
High net worth individuals	102	$183,877,047
Pension and profit sharing plans	Fewer than 5 clients	$4,403,755
Charitable organizations	6	$7,634,246

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