# HART & PATTERSON FINANCIAL GROUP, LLC

HART & PATTERSON FINANCIAL GROUP, LLC of AMHERST, MA is an SEC-registered investment adviser.

## Registration

- CRD: 310639
- Type: SEC-registered investment adviser
- SEC file number: 801-119596
- Location: 19 RESEARCH DRIVE, AMHERST, MA, 01002
- Phone: (413) 253-9454
- Latest filing: 2025-03-07
- Regulatory AUM: $275.6M
- Discretionary AUM: $275.6M
- Clients: 4
- Accounts: 615

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Vikki Diane Lenhart | MEMBER, CCO | — |
| LENHART VIKKI DIANE | LIMITED PARTNER/CCO; MANAGING MEMBER/CCO; MEMBER, CCO | — |
| PATTERSON SUSAN MARIE | LIMITED PARTNER; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310639/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310639/similar
- Related entities: https://search.stillhousedata.com/firm/310639/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310639

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.