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AMICUS FINANCIAL ADVISORS, LLC
CRD 131315 · SEC 801-113147
7021 KEWANEE AVE, 4-102, LUBBOCK, TX, 79424, United States
Phone
806-698-1122
Fax
888-826-4287
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$550.9M
Discretionary AUM
$550.9M
Team
19 total employees; 19 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 627 | $170.0M |
| High net worth individuals | 121 | $324.6M |
States served
CA, CO, NM, PA, UT, WI, TX
All web addresses on file
Official SEC filing: View on IAPD