Investment adviser · CRD 129234
AMHERST FINANCIAL SERVICES, INC.
Investment adviser filing (IA)
TOMS RIVER, NJ, United States · Form ADV filed May 16, 2012
- Regulatory AUM
- $40.5M Form ADV · Item 5.F
- Client accounts
- 289 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 16, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
81 E. WATER STREET, SUITE 2ATOMS RIVER, NJ, 08753, United States
CRD 129234
Filing source
Form ADV 642920 · May 16, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.