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INVICTA ADVISORS LLC
527 Cedar Way
Suite 101
Oakmont, Pennsylvania 15139
Tel: 412-349-8684
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 Oakmont, Pennsylvania based Financial Planning firm with nearly $192,282,372 assets under management, offering retirement planning & investment advisory services to 1192 clients. The firm is staffed with 43 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298868 |
| SEC# | 801-114114 |
| Assets Managed by Firm | $192,282,372 |
| No. of Clients | 1192 |
| No. of Advisors | 43 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1192 | $192,282,372 |
| Individuals (other than high net worth individuals) | 1192 | $144,312,080 |
| High net worth individuals | 100 | $20,686,920 |
| Pension and profit sharing plans | 28 | $27,283,372 |
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|---|---|---|---|
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