The AMICORP WEALTH SERVICES is a privately held investment adviser that advises $196.92mn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. AMICORP WEALTH SERVICES is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 89.9% over the last 3-years.
The Group has been registered with the SEC for 4.22 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3050 BISCAYNE BOULEVARD SUITE 501, MIAMI, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 13 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees increased by 200% over the last 4-years.
Their $196.92mn in assets advised are owned by 0 private funds, 2 public funds and BDCs and 11 other accounts. Assets of Banking of Thrift Institutions clients own $169.51mn or 86.08% of Total Assets and Corporations or Other Businesses own $18.01mn or 9.14% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Multi Strat, representing 80.05% and 19.95% of total assets, respectively.
They advise 4 types of clients, top clients are Banking of Thrift Institutions and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
AMICORP WEALTH SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.