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Building 2THE INVICTUS COLLECTIVE, LLC

Map pinPARK RIDGE, IL
Phone(866) 636-3468
NotebookSEC #801-121217
Total AUM
$476M
Employees
5
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 SOUTH PROSPECT AVENUE
SUITE 201
PARK RIDGE
IL 60068
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
(866) 636-3468
Other Offices
3

ReceiptFinancials

Total AUM
$476M
Accounts
88
Discretionary
$120.2M
Accounts
54
Non-Discretionary
$355.8M
Accounts
34

ContactClients

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HNW Individual Clients
16
AUM
$471.3M
Corporation or Business Clients
1
AUM
$4.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMATXUT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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