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THE INVICTUS COLLECTIVE, LLC

3 South Prospect Avenue
Suite 201
Park Ridge, Illinois 60068
Tel: (866) 636-3468

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About THE INVICTUS COLLECTIVE, LLC

THE INVICTUS COLLECTIVE, LLC, formally registered with the SEC as THE INVICTUS COLLECTIVE, LLC. The firm was established in 05/12/2021. They have over 4 offices throughout the country.

THE INVICTUS COLLECTIVE, LLC is a Park Ridge, Illinois based Financial Planning firm with nearly $308,486,242 assets under management, offering retirement planning & investment advisory services to 87 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#310744
SEC#801-121217
Assets Managed by Firm$308,486,242
No. of Clients87
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total87$308,486,242
Individuals (other than high net worth individuals)1$874,200
High net worth individuals13$299,886,403
Corporations or other businesses2$5,700,639

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