Sean
Dobson

Amherst Advisory & Management LLC

CRD#2009497
Investment Advisor
in Austin, TX

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About this Advisor

Sean Dobson is a financial advisor based in Austin, Texas, working with Amherst Advisory & Management LLC. Sean has previously held positions at Amherst Securities Group, L.P and Amherst Holdings LLC. Sean has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Sean is part of Amherst Advisory & Management LLC, which operates out of Austin, Texas. The firm has 2 employees and manages assets totaling $418.8 million. The services offered by the firm include portfolio management for pooled investment vehicles. The fee structure at Amherst Advisory & Management LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

401 Congress Avenue 33Rd Floor
Austin, TX 78701

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Amherst Advisory & Management LLC Brokerage Details

Total Assets Under Management

$418,776,058

TX Average: $3,042,739,679
Total Number of Employees

2

TX Average: 49
Total Number of Accounts

3

TX Average: 2,315
Average Account Size

$139,592,019

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Sean Dobson Work History

2014 - Present (11 years)

Amherst Holdings LLC

2000 - 2014 (14 years)

Amherst Securities Group, L.P

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sean Dobson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Amherst Advisory & Management LLC

Sean Dobson
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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