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INVICTA ADVISORS LLC
OAKMONT, PA
412-349-8684
SEC #801-114114Total AUM
$310.2M
Employees
44Clients
1,170Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
527 CEDAR WAY
SUITE 101
OAKMONT
PA 15139
United States
SUITE 101
OAKMONT
PA 15139
United States
Operating Hours
9:00-4:30
Monday - Friday
Monday - Friday
Phone
412-349-8684
Other Offices
4
Financials
Total AUM
$310.2M
Accounts
1,163Discretionary
$94.3M
Accounts
165Non-Discretionary
$215.8M
Accounts
998
Clients
Individual Clients
1,117AUM
$205.8M
HNW Individual Clients
35AUM
$87.7M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
9AUM
$14.3M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
2AUM
$2.4M
Other Clients
1AUM
$0
Description of Other Clients
INSURANCE PRODUCTS
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CTDEFLILLAMINJOHPATXVTWAWV
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.