CRD: 317964
Amherst Financial Group, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-28-2021
- Office Locations
- 1
Office Locations
About Amherst Financial Group, LLC
Amherst Financial Group, LLC is an Amherst, NH-based RIA providing integrated financial planning and investment management, including portfolio construction, trading, and reporting. The team supports retirees/pre-retirees, small business owners, working professionals, and recent job changers with risk/insurance and hedging, cash management and lending, estate/charitable and income tax planning, and employee benefits consulting; custody includes Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT GORDON ELLIS
Chief Compliance Officer, Director, Managing Member, Managing Partner
- CRD
- #4505867
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRIAN THOMAS HOWLETT
Financial Advisor
- CRD
- #4431776
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,730,259 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,730,259 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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