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INVICTA FINANCIAL GROUP
YUMA, AZ
928-344-8000
SEC #801-118542Total AUM
$371.1M
Employees
11Clients
477Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2615 EAST 24TH STREET
SUITE 2
YUMA
AZ 85365
United States
SUITE 2
YUMA
AZ 85365
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
928-344-8000
Other Offices
6
Financials
Total AUM
$371.1M
Accounts
1,683Discretionary
$0
Accounts
0Non-Discretionary
$371.1M
Accounts
1,683
Clients
Individual Clients
296AUM
$115M
HNW Individual Clients
181AUM
$256.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningOther Services
Other Services
FINANCIAL ADVISORY SERVICES VIA SELECTION OF OTHER ADVISERS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF CLIENT'S GROSS ANNUAL INCOME
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALAZCAFLGAIAILLANCNENVTXVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.