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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Ridge elementZenith +more
- Established Date
- 08-09-2004
- Office Locations
- 7
Office Locations
About Amicus Financial Advisors, LLC
Amicus Financial Advisors is a team-based wealth management firm serving individuals preparing for retirement, financially independent households, and clients navigating sudden financial change. Advisors collaborate with tax experts, attorneys, and investment specialists to deliver coordinated planning and portfolio management under a fiduciary, evidence-based approach that avoids performance chasing. Uses mutual funds and ETFs; custody includes Charles Schwab.
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Owner & Executives
Marco Antonio Figueroa
DIRECTOR
- CRD
- #7099094
- Ownership
- Less than 5%
Blake Flint
DIRECTOR, Wealth Management Associate
- CRD
- #7629776
- Ownership
- Less than 5%
Pioneer vertex
Value wave
- CRD
- #66782
- Ownership
- 9.6%
Showing 2 of 5 owners & executives
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George Allen
--
- CRD
- #7407328
Joseph Asrat
Intern
- CRD
- #7980001
Momentum foundation
Signal element oak
- CRD
- #32326
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $550,940,733 | $370,754 |
| Non-Discretionary | $0 | -- |
| Total | $550,940,733 | $370,754 |
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Separately Managed Accounts
Total SMA Asset: $550,940,733
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,430,655,857 | 30.8% |
| Cash | $1,175,181,597 | 25.3% |
| Equity - Exchange | $1,133,376,718 | 24.4% |
| Other | $357,663,964 | 7.7% |
| U.S. Government/Agency | $548,108,412 | 11.8% |
| Total | $4,644,986,548 | 100.0% |