INVICTA ADVISORS LLC

2790 Mosside Boulevard
Suite 530
Monroeville, Pennsylvania 15146
Tel: 724.553.6891

About INVICTA ADVISORS LLC

INVICTA ADVISORS LLC, formally registered with the SEC as INVICTA ADVISORS LLC. The firm was established in 10/12/2018. They have over 5 offices throughout the country.

INVICTA ADVISORS LLC is a Monroeville, Pennsylvania based Financial Planning firm with nearly $421,922,781 assets under management, offering retirement planning & investment advisory services to 3108 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298868
SEC#	801-114114
Assets Managed by Firm	$421,922,781
No. of Clients	3108
No. of Advisors	36

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	3108	$421,922,781
Individuals (other than high net worth individuals)	1330	$207,943,158
High net worth individuals	612	$97,898,427
Pension and profit sharing plans	75	$116,081,196

Inquire with INVICTA ADVISORS LLC

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