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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LENHART, VIKKI, DIANE | I | MEMBER, CCO | E | Control |
| LENHART, VIKKI, DIANE | I | MEMBER, CCO | E | Control |
| LENHART, VIKKI, DIANE | I | MEMBER, CCO | E | Control |
| LENHART, VIKKI, DIANE | I | MEMBER, CCO | E | Control |
| LENHART, VIKKI, DIANE | I | MEMBER, CCO | E | Control |
| LENHART, VIKKI, DIANE | I | MANAGING MEMBER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | MANAGING MEMBER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | MANAGING MEMBER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | LIMITED PARTNER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | LIMITED PARTNER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | LIMITED PARTNER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | MANAGING MEMBER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | MANAGING MEMBER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | LIMITED PARTNER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | LIMITED PARTNER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | MANAGING MEMBER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | LIMITED PARTNER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | LIMITED PARTNER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | LIMITED PARTNER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | LIMITED PARTNER/CCO | D | Control |
| LENHART, VIKKI, DIANE | I | LIMITED PARTNER/CCO | D | Control |
| PATTERSON, SUSAN, MARIE | I | MANAGING MEMBER | D | Control |
| PATTERSON, SUSAN, MARIE | I | MANAGING MEMBER | D | Control |
| PATTERSON, SUSAN, MARIE | I | MANAGING MEMBER | D | Control |
| PATTERSON, SUSAN, MARIE | I | LIMITED PARTNER | D | Control |
| PATTERSON, SUSAN, MARIE | I | LIMITED PARTNER | D | Control |
| PATTERSON, SUSAN, MARIE | I | LIMITED PARTNER | D | Control |
| PATTERSON, SUSAN, MARIE | I | MANAGING MEMBER | D | Control |
| PATTERSON, SUSAN, MARIE | I | MANAGING MEMBER | D | Control |
| PATTERSON, SUSAN, MARIE | I | LIMITED PARTNER | D | Control |
| PATTERSON, SUSAN, MARIE | I | LIMITED PARTNER | D | Control |
| PATTERSON, SUSAN, MARIE | I | MANAGING MEMBER | D | Control |
| PATTERSON, SUSAN, MARIE | I | LIMITED PARTNER | D | Control |
| PATTERSON, SUSAN, MARIE | I | LIMITED PARTNER | D | Control |
| PATTERSON, SUSAN, MARIE | I | LIMITED PARTNER | D | Control |
| PATTERSON, SUSAN, MARIE | I | LIMITED PARTNER | D | Control |
| PATTERSON, SUSAN, MARIE | I | LIMITED PARTNER | D | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (4)
CA FL MA NH
Address
19 RESEARCH DRIVEAMHERST, MA 01002
United States
Phone: (413) 253-9454