AMICUS AI ADVISORS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
315026

Firm profile

FINTRX

Overview

Amicus Ai Advisors, LLC is a small, limited liability advisory entity that does not show a retail advisory client base on file. The firm’s regulatory profile lists it as an unclassified adviser and indicates it is not a multi-state adviser, not an active ESG investor, and not a pension consultant. Public records do not disclose an SEC registration year. The organizational form and reporting suggest a focused, private-vehicle manager rather than a broad-based RIA serving retail or institutional advisory accounts. The firm’s activity centers on operating at least one pooled private fund rather than offering traditional fee-for-advisory services to external clients. That orientation implies a manager set up to deploy strategies through a fund wrapper, with investor access likely limited to qualified or accredited investors and with governance and fee terms consistent with private funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • lickkong tam

    CIOCRD 7410216

Contacts

3 of 3
  • WAIYIN TAM

    Managing MemberCRD 5061389

  • Barrett Williams

    MemberCRD 7714291

  • MICHAEL WANG

    MemberCRD 7714292

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SAN MATEO

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
2100 Geng Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth