AMICORP WEALTH SERVICES

3050 Biscayne Boulevard
Suite 501
Miami, Florida 33137
Tel: (786) 8421075

About AMICORP WEALTH SERVICES

AMICORP WEALTH SERVICES, formally registered with the SEC as AMICORP WEALTH SERVICES. The firm was established in 05/13/2022. They have over 1 offices throughout the country.

AMICORP WEALTH SERVICES is a Miami, Florida based Financial Planning firm with nearly $119,186,931 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319247
SEC#	801-125013
Assets Managed by Firm	$119,186,931
No. of Clients	20
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (RETIREMENT PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	20	$119,186,931
Corporations or other businesses	18	$12,762,862

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