AMICUS FINANCIAL ADVISORS, LLC

Overview

Amicus Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and operating with a client focus on individuals and families. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutional business clients. Its fee model is flexible, offering percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment implementation favors pooled public products rather than concentrated direct stock picking. The firm is not designated as an active ESG investor on its filings. Amicus maintains relationships with professional service providers common to wealth management — including trust companies, accountants, law firms and real estate brokers — which it draws on for coordinated planning and execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices