Amherst Advisory & Management LLC

Amherst Advisory & Management LLC (CRD# 155745) is a financial advisory firm headquartered in Austin, TX. They manage $665,686,305 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    666
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $166,421,576
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Amherst Advisory & Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sean A. Dobson
CRD#: 2009497
5001 Plaza On The Lake, Suite 225, Austin, TX 78746
93
Wealthminder
score

Sean Dobson (CRD# 2009497) is an Investment Advisor Representative working at Amherst Advisory & Management LLC in Austin, TX and has over 26 years of experience in the finance industry.

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