Amherst Advisory & Management LLC
Amherst Advisory & Management LLC (CRD# 155745) is a financial advisory firm headquartered in Austin, TX. They manage $619,372,372 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management619MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$206,457,457
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
Sean Dobson (CRD# 2009497) is an Investment Advisor Representative working at Amherst Advisory & Management LLC in Austin, TX and has over 28 years of experience in the finance industry.