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Andrew Thomas Patterson

MHP Asset Management

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About Andrew Thomas Patterson

Andrew Thomas Patterson is an investment advisor representative at MHP Asset Management. Andrew has been in the industry since 2017 and is licensed in New Hampshire and Rhode Island. Andrew has a Series 65 license and has been registered with the Securities and Exchange Commission since 2018. MHP Asset Management specializes in providing portfolio management for individuals and businesses. Andrew is passionate about helping clients achieve their financial goals.

Firm Information

Andrew Patterson is currently registered with MHP Asset Management. MHP Asset Management is an investment advisor with 2 investment advisory representatives and 1 licensed agent. They manage $39,852,000 in regulatory assets for 91 clients, including 7 high-net-worth individuals. The firm provides portfolio management services to individuals and businesses, as well as selection of other advisors.

$39.85M

Assets Under Management

197

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Patterson’s Registration & Firm History

RI

02/29/2024 - Present

MHP Asset Management (LINCOLN RI)

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Licenses & Designations

IA

Issued 12/21/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Thomas Patterson.
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