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Building 2HART & PATTERSON FINANCIAL GROUP

Map pinAMHERST, MA
Phone(413) 253-9454
NotebookSEC #801-119596
Total AUM
$275.6M
Employees
4
Clients
200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19 RESEARCH DRIVE
AMHERST
MA 01002
United States
Operating Hours
5-Sep
Monday - Friday
Phone
(413) 253-9454

ReceiptFinancials

Total AUM
$275.6M
Accounts
615
Discretionary
$275.6M
Accounts
615
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
72
AUM
$31.1M
HNW Individual Clients
125
AUM
$234.1M
Pension/Profit Sharing Plan Clients
1
AUM
$3.2M
Charitable Organization Clients
1
AUM
$7.2M
Other Clients
1
AUM
$53K
Description of Other Clients
DONOR ADVISED FUNDS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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