Amicus Financial Advisors LLC

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Assets, Funds, Holdings

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Amicus Financial Advisors LLC
CRD #131315
SEC #801-113147
CIK #0002113629
AUM 550.9 M (2026-03-30)
Employees 19 (100% Investors, 0% Brokers)
Phone806-698-1122
Address7021 Kewanee Ave
Lubbock, TX 79424
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
60048036024012002007201320202027
CIK Period
0002113629
Sector Form 13F Holdings Value ($M)
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 627 170.0
(b) Individuals (high net worth individuals) 121 324.6
(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 0 0.0
(h) Charitable organizations 0 0.2
(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 0 56.1
(n) Other 0 0.0
Total 1,486 550.9
By Discretionary
Discretionary 1,486 550.9
Non-Discretionary 0 0.0
Total 1,486 550.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 550.9
Total 1,486 550.9
EDGAR Form CIK 2011 - 2026
13F-HR [0002113629]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail
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