AMICUS FINANCIAL ADVISORS, LLC of LUBBOCK, TX is an SEC-registered investment adviser (CRD 131315). Regulatory assets under management: $550.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Joseph Wingate Tombs | OWNER OF PLANFIRST, INC. | Lubbock, TX |
| Larry Howland Peterson | DIRECTOR | Sandy, UT |
| David Betasso Tombs | OWNER OF PLANFIRST, INC.; PRESIDENT, CHIEF COMPLIANCE OFFICER, AND DIRECTOR | — |
| Patrick Joseph Tombs | OWNER OF PLANFIRST, INC. | — |
| Bryan Nicolas Sauceda | DIRECTOR | — |
| Evan John Smith | DIRECTOR, TREASURER, AND SECRETARY | — |
| Jesus Armando Longoria | DIRECTOR | — |
| SMITH BRUCE JOHN | DIRECTOR, TREASURER, AND SECRETARY | — |
| WOOD MATTHEW | CHIEF FINANCIAL OFFICER | — |
| TOMBS JOSEPH WINGATE | CHIEF EXECUTIVE OFFICER; GENERAL PARTNER; GENERAL PARTNER (& CHIEF COMPLIANCE OFFICER) (+5 more) | — |
| SWANSON BRIT CHELSEE | GENERAL PARTNER; PARTNER | — |
| PETERSON LARRY HOWLAND | CHIEF COMPLIANCE OFFICER; DIRECTOR; GENERAL MANAGER, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| MAXWELL GREGORY BEESLEY | GENERAL PARTNER | — |
| BOWEN CAMERON DOUGLAS | CHIEF FINANCIAL PLANNING OFFICER; DIRECTOR OF OPERATIONS, CHIEF FINANCIAL OFFICER | — |
| Inman-Swanson BRIT CHELSEE | MEMBER; NON-MANAGING MEMBER | — |
| PECK MATTHEW DEAN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MEMBER | — |
| Tombs Patrick Joseph | CHIEF COMPLIANCE OFFICER; OWNER; OWNER OF PLANFIRST, INC. | — |
| TOMBS DAVID BETASSO | CHIEF INVESTMENT OFFICER; OWNER; OWNER OF PLANFIRST, INC. (+1 more) | — |
| Sauceda Bryan Nicolas | CHIEF OPERATIONS OFFICER; DIRECTOR | — |
| LONGORIA JESUS ARMANDO | DIRECTOR | — |
| Blake Flint | DIRECTOR | — |
| Marco Antonio Figueroa | DIRECTOR | — |