One Amherst Partners, LLC

Broker-DealerFINRA Member
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 is listed with owner type described as both a domestic entity and an individual. The firm is classified as "Unclassified" in the source data and does not identify itself as a capital allocator. It also does not self-report as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. There is no descriptive material in the record about the firm's advisory activities, client focus, fee model, or investment approach. That lack of detail limits the ability to assess strategy, target clientele, or service offerings from the available entry.

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