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Building 2AMICUS FINANCIAL ADVISORS, LLC

Map pinLUBBOCK, TX
Phone806-698-1122
NotebookSEC #801-113147
Total AUM
$550.9M
Employees
19
Clients
750

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7021 KEWANEE AVE
4-102
LUBBOCK
TX 79424
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
806-698-1122
Other Offices
8

ReceiptFinancials

Total AUM
$550.9M
Accounts
1,486
Discretionary
$550.9M
Accounts
1,486
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
627
AUM
$170M
HNW Individual Clients
121
AUM
$324.6M
Charitable Organization Clients
1
AUM
$213.5K
Corporation or Business Clients
1
AUM
$56.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONMPATXUTWI

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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