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 a limited liability company that registered with the SEC in 2010. Public filings identify the ownership as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the dataset used here. Available disclosures indicate it does not self-identify as a capital allocator, is not an active ESG investor, does not operate as a multistate adviser, is not newly formed, and does not present itself as a pension consultant or related adviser. FINTRX-provided material contains minimal detail about the firm’s advisory activities, client segments, fee structure, or specific business lines, so the profile focuses on the structural and registry attributes the firm has reported.

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
  • John Wendzinski

    John Wendzinski

    Senior AssociateCRD 7761928

  • Donald Luciani

    Donald Luciani

    Investment BankingCRD 4362914

  • Charles Chandler

    Charles Chandler

    PartnerCRD 874140

Unlock 1 more contacts

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