Amherst Advisory & Management LLC
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Overview
Amherst Advisory & Management LLC is a financial advisor firm headquartered in Austin, Texas. The firm has $402.8 million in total assets throughout three customer accounts, placing it among the larger firms in the United States by assets under management (AUM). The firm has a small group, including 1 financial advisor. Amherst Advisory & Management LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments such as options, equities and bonds.
Amherst Advisory & Management LLC oversees more than half of its accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell judgments for the client's account without needing to seek the client's consent. It also administers one non-discretionary accounts totaling $373.2 million in assets under management. The investment advisory firm oversees roughly $134.3 million for every client account. An average advisor at Amherst Advisory & Management LLC oversees about three client accounts, making it one of the most personalized financial advisor firms in the country.
The firm's headquarters is located at 5001 Plaza On The Lake, Austin, Texas 78746. The company is legally allowed to serve customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Amherst Advisory & Management LLC by the Numbers
$402.8 million
2
3
$134.3 million
Fee Structure
Financial advisory fees depend on the services provided. However, fee types charged by the company likely include any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Amherst Advisory & Management LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its three accounts, Amherst Advisory & Management LLC's biggest client group is pooled investment vehicles. Around 33% of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Amherst Advisory & Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Amherst Advisory & Management LLC
Austin, TX
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