One Amherst Partners, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Birmingham, Michigan
CRD number
152359
Registered since
November 30, 2010

Firm profile

FINTRX

Overview

One Amherst Partners, LLC is organized as a limited liability company and has been SEC-registered since 2010. The firm is recorded as having both a domestic entity and individual ownership structure. In the FINTRX snapshot the adviser is classified as "Unclassified" and several advisor attributes are negative: it is not identified as a capital allocator, not active on ESG investing, not a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. The available record does not include descriptive entries for client types, fee schedules, or the core advisory and business activities that would normally define an RIA’s service model. That absence limits visibility into the firm’s client focus, service offering, and target markets.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Charles Chandler

    Charles Chandler

    PartnerCRD 874140

  • Donald Luciani

    Donald Luciani

    Investment BankingCRD 4362914

  • Fahad Siddiqui

    Fahad Siddiqui

    DirectorCRD 6376036

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Birmingham, MI

Oakland

Location

Birmingham, MI

Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
255 E Brown St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth