Overview
Assets Under Management: $511 million
Headquarters: LUBBOCK, TX
High-Net-Worth Clients: 124
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.44
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,408
Discretionary Accounts: 1,408
Regulatory Filings
CRD Number: 131315
Filing ID: 1968571
Last Filing Date: 2025-03-31 12:23:00
Website: https://amicusadvisors.com