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| Happy Holidays!! thanks for using AUM13F!! |
| Amicus Financial Advisors LLC
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| CRD # | 131315 |
| SEC # | 801-113147 |
| CIK # | |
| AUM | $511.2 M (2025-03-31) |
| Employees | 20 (100% Investors, 0% Brokers) |
| Phone | 806-698-1122 |
| Address | 7021 Kewanee Ave Lubbock, TX 79424 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 568 | 132.5 |
| (b) Individuals (high net worth individuals) | 124 | 319.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 8.4 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 51.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,408 | 511.2 |
| By Discretionary | ||
| Discretionary | 1,408 | 511.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,408 | 511.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 511.2 | |
| Total | 1,408 | 511.2 |
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|---|---|---|
|
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|
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|
AIMZ Investment Advisors LLC
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|
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