THE INVICTUS COLLECTIVE, LLC

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

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 Status	Approved
Firm CRD#	310744
SEC#	801-121217
Assets Managed by Firm	$308,486,242
No. of Clients	87
No. of Advisors	4

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 Clients	AUM
Firm Total	87	$308,486,242
Individuals (other than high net worth individuals)	1	$874,200
High net worth individuals	13	$299,886,403
Corporations or other businesses	2	$5,700,639

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