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Amicus Financial Advisors, LLC

● SEC registered since 2018CRD 131315SEC# 801-113147Lubbock, TX
Export (members)
Reg. AUM
$511.2M
Employees
20
Accounts
1,408
Location
Lubbock, TX

Amicus Financial Advisors, LLC assets under management

Amicus Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Lubbock, TX. The firm has been registered since 2018. It reports $511.2 million in regulatory assets under management and employs 20 people.

Amicus Financial Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Bryan Nicolas Sauceda ControlDirectorUnder 5%2021
David Betasso Tombs ControlPresident, Chief Compliance Officer, And DirectorUnder 5%2021
Evan John Smith ControlDirector, Treasurer, And SecretaryUnder 5%2021
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Frequently asked questions

How much does Amicus Financial Advisors, LLC manage?

Amicus Financial Advisors, LLC reports $511.2 million in regulatory assets under management on its Form ADV.

How many employees does Amicus Financial Advisors, LLC have?

Amicus Financial Advisors, LLC reports 20 employees.

Where is Amicus Financial Advisors, LLC located?

Amicus Financial Advisors, LLC is based in Lubbock, TX and has been SEC-registered since 2018.

Does Amicus Financial Advisors, LLC disclose fund performance?

Amicus Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7021 Kewanee Ave, 4-102, Lubbock, TX 79424
Phone806-698-1122
Fax888-826-4287
Office hours9 a.m. To 5 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$511.2M
Non-discretionary$0
Total (RAUM)$511.2M