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Charles Matthew Wood

AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, Texas
Unclaimed Profile
7021 KEWANEE AVE, LUBBOCK, TX 79410CRD# 7245691Firm CRD# 131315
01

About

Charles Matthew Wood is a registered financial advisor based in LUBBOCK, Texas, affiliated with AMICUS FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AMICUS FINANCIAL ADVISORS, LLC
AMICUS FINANCIAL ADVISORS, LLC
AUM
$439M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at AMICUS FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7245691
Firm CRD# 131315
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Matthew Wood offer?
Charles Matthew Wood specializes in Financial Planning, Investment Management. Contact their office in LUBBOCK, Texas for a consultation.
What are Charles Matthew Wood's credentials?
Charles Matthew Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Matthew Wood located?
Charles Matthew Wood is based in LUBBOCK, Texas, working with AMICUS FINANCIAL ADVISORS, LLC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.
How does Charles Matthew Wood charge for services?
Charles Matthew Wood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMICUS FINANCIAL ADVISORS, LLC?
AMICUS FINANCIAL ADVISORS, LLC has approximately 17 employees and manages $439M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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