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CRD#: 152359
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

ONE AMHERST PARTNERS, LLC is located at 255 East Brown Street, Suite 120, Birmingham, MI 48009 and was first established at Chicago, Michigan in 01/16/2003. After operating for 23 years, ONE AMHERST PARTNERS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ONE AMHERST PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. ONE AMHERST PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ONE AMHERST PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ONE AMHERST PARTNERS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ONE AMHERST PARTNERS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for ONE AMHERST PARTNERS, LLC Comes From

Understanding the Statistics for ONE AMHERST PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
255 East Brown Street, Suite 120, Birmingham, MI 48009
Mailing Address
255 East Brown Street, Suite 120, Birmingham, MI 48009
Firm Size
Small
Phone Number
(248) 642-5660
Established
Michigan since 01/16/2003
Firm Type
Limited Liability Company
Fiscal year end
March
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
AMHERST PARTNERS, LLCOWNER
CHANDLER, CHARLES EDWIN IIICEO/CCO/PRESIDENT874140
LUCIANI, DONALD RICHARDAMLCO/CFO/FINOP4362914

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at ONE AMHERST PARTNERS, LLC

DL

Donald Richard Luciani

RR
CRD#: 4362914
Location:
Birmingham, MI 48009
Company:
ONE AMHERST PARTNERS, LLC
Disclosures:
Experience:
24 years
View Profile
JW

John Wendzinski

RR
CRD#: 7761928
Location:
Birmingham, MI 48009
Company:
ONE AMHERST PARTNERS, LLC
Disclosures:
Experience:
3 years
View Profile
FS

Fahad Siddiqui

RR
CRD#: 6376036
Location:
Birmingham, MI 48009
Company:
ONE AMHERST PARTNERS, LLC
Disclosures:
Experience:
11 years
View Profile
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