Amherst Financial Group, LLC

Amherst Financial Group, LLC (CRD# 317964) is a financial advisory firm headquartered in Amherst, NH. They manage $24,133,459 in 145 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8 Main Street, Amherst, NH 03031
https://www.linkedin.com/in/bobelliscfp/
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $166,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Amherst Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Ellis, financial advisor Amherst NH
Robert G. Ellis
CRD#: 4505867
8 Main Street, Amherst, NH 03031

Robert Ellis (CRD# 4505867) is an Investment Advisor Representative working at Amherst Financial Group, LLC in Amherst, NH and has over 22 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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