Amicorp Wealth Services offers general financial and investment management advice to its clients. As an RIA, it may also
execute trades on behalf of clients or help with completing transactions. It is registered with the Securities and Exchange
Commission, and based in Biscayne Boulevard, Miami, Florida.
A growing number of financial service professionals are moving their business from broker-dealers to RIA Licenses, many
doing so because they want a firmer control over their responsibilities and how they serve their clients. The Investment
Advisor Industry currently has about 14,000 RIAs listed with the Securities and Exchange Commission, managing over USD
110 trillion in assets for nearly 61 million clients.
Amicorp Wealth Services has a clearly structured fee-based fiduciary relationship with its clients. It includes strict ethical
and legal guidelines on how to manage client relationships and accounts, which require it to always act in the client’s best
interest. This obligation is the key difference between RIAs, which are fiduciaries under federal securities laws, and brokerdealers, which generally are not.
As an RIA, AWS is prohibited from acting as a principal for its own account. It includes buying or selling any security from
a client or acting as a broker for a person other than the client, as well as disclosing to the client in writing before the
completion of any transactions the capacity in which it is acting.
AWS is able to service personal, corporate and institutional clients in the US and internationally. Accounts can be opened as a
new relationship or transferred in from any bank, broker or Investment Advisor.
Company Details
- Address
- 3050 Biscayne Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.amicorp.com/
- HQ
- Miami, Florida
Amicorp Wealth Services Questions
Amicorp Wealth Services's website is https://www.amicorp.com/
Amicorp Wealth Services's LinkedIn profile is https://www.linkedin.com/company/amicorp-wealth-services
Amicorp Wealth Services's industry is
Financial Services
Amicorp Wealth Services's top competitors are
Amicorp,
Amicorp Group,
Velonetics,
Strafin Corporate Services Ltd,
The Gulf Capital Market Association (Gcma),
Aoire Business Consultants Private Limited,
Encubated Learning,
Acclaim Technical Services,
Amicorp Fund Services,
Fusionplus Solutions Pvt Ltd..
Amicorp Wealth Services's categories are Financial Services
