Amicus Advisors LLC
Firm details
- Headquarters
- Vienna, Virginia
- CRD number
- 339097
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Amicus Advisors LLC is a Virginia-registered limited liability company that provides fee-based financial advice and discretionary portfolio services. The firm offers financial planning and portfolio management for individuals and small businesses, as well as portfolio management for larger businesses or institutional clients and pension consulting services. Ownership is held by an individual proprietor. The firm uses a mix of billing approaches — percentage-of-AUM fees, hourly charges, and performance-based arrangements — which suggests flexibility in structuring engagement terms for different client types. Amicus is not positioned as a capital allocator and does not identify as an active ESG investor. It is not set up as a multi-state adviser and is not newly formed.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Vienna, VA
Fairfax
Location
Vienna, VA
Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1604 Spring Hill Rd
- Time zone
- ET (UTC-5)
- Office locations
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