Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san mateo > INVICTUS GROWTH PARTNERS
INVICTUS GROWTH PARTNERS
160 Bovet Road
Suite 300
San Mateo, California 94402
Tel: 415-886-9830
About INVICTUS GROWTH PARTNERS
INVICTUS GROWTH PARTNERS, formally registered with the SEC as INVICTUS GROWTH PARTNERS. The firm was established in 08/03/2022. They have over 1 offices throughout the country.
INVICTUS GROWTH PARTNERS is a San Mateo, California based Financial Planning firm with nearly $612,441,426 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311947 |
| SEC# | 801-126285 |
| Assets Managed by Firm | $612,441,426 |
| No. of Clients | 10 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $612,441,426 |
More Retirement Planning firms in San Mateo, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in San Mateo, California