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BS
CFP
BS
CFP
Bryan Nicolas Sauceda
Amicus Financial Advisors, LLC
6 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Insurance Planning
High Net Worth
Amicus Financial Advisors, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
20 advisors
Number of Clients
696 clients
Average Client Portfolio
$734K average
Assets Under Management
$511.2M
Fee Structure
Investment Management
Planning
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Location
7021 Kewanee Ave, 4-102, Lubbock, TX, 79424
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Criminal
April 2014
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Amicus Financial Advisors, LLC
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Advisers Investment Management, INC.
February 2019 - October 2019 · 8 mos
State Registrations
1 state
TX
Advisor
Exams
No exam information available for this advisor.