Hart & Patterson Financial Group, LLC
CRD 310639SEC# 801-119596Amherst, MA
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.
Hart & Patterson Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Vikki Diane Lenhart Control | Member, Cco | Over 75% | 2020 |
Frequently asked questions
How much does Hart & Patterson Financial Group, LLC manage?
Hart & Patterson Financial Group, LLC reports $275.6 million in regulatory assets under management on its Form ADV.
How many employees does Hart & Patterson Financial Group, LLC have?
Hart & Patterson Financial Group, LLC reports 4 employees.
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.
Contact & registration
| Address | 19 Research Drive, Amherst, MA 01002 |
| Office hours | 5-Sep |
| Discloses disciplinary history | No |
Regulatory AUM
$275.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$275.6Mregulatory AUM
Discretionary $275.6M