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HART & PATTERSON FINANCIAL GROUP

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

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HART & PATTERSON FINANCIAL GROUP

HART & PATTERSON FINANCIAL GROUP is a Amherst, Massachusetts based financial advisory firm with nearly $251,373,494 in assets under management and provides investment advisory services for 622 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

310639

SEC#:

801-119596

No. of Clients:

622

Assets under Management

$251,373,494

No. of Advisors:

4

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