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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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