Amherst Advisory & Management LLC

Amherst Advisory & Management LLC (CRD# 155745) is a financial advisory firm headquartered in Austin, TX. They manage $418,776,058 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
401 Congress Avenue, 33rd Floor, Austin, TX 78701
By the Numbers
  • Total Assets Under Management
    419
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $139,592,019
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
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 Dobson, financial advisor Austin TX
Sean A. Dobson
CRD#: 2009497
401 Congress Avenue, 33rd Floor, Austin, TX 78701

Sean Dobson (CRD# 2009497) is an Investment Advisor Representative working at Amherst Advisory & Management LLC in Austin, TX and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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