AMICUS FINANCIAL ADVISORS, LLC

7021 Kewanee Ave
4-102
Lubbock, Texas 79424
Tel: 806-698-1122

About AMICUS FINANCIAL ADVISORS, LLC

AMICUS FINANCIAL ADVISORS, LLC, formally registered with the SEC as AMICUS FINANCIAL ADVISORS, LLC. The firm was established in 05/08/2018. They have over 9 offices throughout the country.

AMICUS FINANCIAL ADVISORS, LLC is a Lubbock, Texas based Financial Planning firm with nearly $438,800,046 assets under management, offering retirement planning & investment advisory services to 1359 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131315
SEC#	801-113147
Assets Managed by Firm	$438,800,046
No. of Clients	1359
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1359	$438,800,046
Individuals (other than high net worth individuals)	544	$123,487,003
High net worth individuals	105	$279,159,161
Pension and profit sharing plans	1	$6,692,239
Corporations or other businesses	3	$29,461,643

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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