HART & PATTERSON FINANCIAL GROUP, LLC
Legal name: HART & PATTERSON FINANCIAL GROUP
CRD #310639 SEC #801-119596 AMHERST, MA (413) 253-9454
SEC Registered
Total AUM
$275.6M
Discretionary
$275.6M
Employees
4
Clients
101
Accounts
615
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $275.6M | $275.6M | $0 | 4 | 1 |
| Aug 2024 | $251.4M | $251.4M | $0 | 4 | 1 |
| Apr 2024 | $251.4M | $251.4M | $0 | 4 | 1 |
| Apr 2024 | $251.4M | $251.4M | $0 | 4 | 1 |
| Mar 2024 | $251.4M | $251.4M | $0 | 4 | 1 |
| Feb 2023 | $224.7M | $224.7M | $0 | 4 | 0 |
| May 2022 | $248.9M | $248.9M | $0 | 4 | 0 |
| Mar 2022 | $248.9M | $248.9M | $0 | 4 | 0 |
| Dec 2021 | $238.9M | $238.9M | $0 | 4 | 0 |
| Sep 2021 | $238.9M | $238.9M | $0 | 4 | 0 |
| Sep 2021 | $238.9M | $238.9M | $0 | 4 | 0 |
| Jun 2021 | $238.9M | $238.9M | $0 | 4 | 0 |
| Apr 2021 | $238.9M | $238.9M | $0 | 4 | 0 |
| Mar 2021 | $238.9M | $238.9M | $0 | 4 | 0 |
| Mar 2021 | $238.9M | $238.9M | $0 | 4 | 0 |
| Mar 2021 | $238.9M | $238.9M | $0 | 4 | 0 |
| Feb 2021 | $0 | $0 | $0 | 2 | 0 |
| Sep 2020 | $0 | $0 | $0 | 2 | 0 |
| Sep 2020 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$275.6M
Discretionary$275.6M
Non-Disc.$0
Employees4
Clients1
DateAug 2024
Total AUM$251.4M
Discretionary$251.4M
Non-Disc.$0
Employees4
Clients1
DateApr 2024
Total AUM$251.4M
Discretionary$251.4M
Non-Disc.$0
Employees4
Clients1
DateApr 2024
Total AUM$251.4M
Discretionary$251.4M
Non-Disc.$0
Employees4
Clients1
DateMar 2024
Total AUM$251.4M
Discretionary$251.4M
Non-Disc.$0
Employees4
Clients1
DateFeb 2023
Total AUM$224.7M
Discretionary$224.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$248.9M
Discretionary$248.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$248.9M
Discretionary$248.9M
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0