HART & PATTERSON FINANCIAL GROUP, LLC

HART & PATTERSON FINANCIAL GROUP, LLC of AMHERST, MA is an SEC-registered investment adviser (CRD 310639). Regulatory assets under management: $275.6M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (3)

NameRoleLocation
Vikki Diane LenhartMEMBER, CCO
LENHART VIKKI DIANELIMITED PARTNER/CCO; MANAGING MEMBER/CCO; MEMBER, CCO
PATTERSON SUSAN MARIELIMITED PARTNER; MANAGING MEMBER

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