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).
Total Assets Under Management666MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$166,421,576
- 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.