No longer SEC-registered. Hart & Patterson Financial Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$275.6M
Employees
4
Accounts
615
Location
Amherst, MA
Hart & Patterson Financial Group, LLC assets under management
Hart & Patterson Financial Group, LLC is a registered investment adviser overseen by the SEC based in Amherst, MA. It reports $275.6 million in regulatory assets under management and employs 4 people.
Where is Hart & Patterson Financial Group, LLC located?
Hart & Patterson Financial Group, LLC is based in Amherst, MA.
Does Hart & Patterson Financial Group, LLC disclose fund performance?
Hart & Patterson Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.