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| Invicta Advisors LLC
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| |
|---|---|
| CRD # | 298868 |
| SEC # | 801-114114 |
| CIK # | |
| AUM | $192.3 MM (2024-02-28) |
| Employees | 43 (21% Investors, 98% Brokers) |
| Phone | 724-553-6891 |
| Address | 2790 Mosside Boulevard Monroeville, PA 15146 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,192 | 144.3 |
| (b) Individuals (high net worth individuals) | 100 | 20.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 27.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,192 | 192.3 |
| By Discretionary | ||
| Discretionary | 1,164 | 165.0 |
| Non-Discretionary | 28 | 27.3 |
| Total | 1,192 | 192.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.3 | |
| Total | 1,192 | 192.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Conscious Wealth Investments LLC
✚
|
FL | 0.2 |
|
O'Brien Investment Management LLC
✚
|
CA | 0.2 |
|
Atwater Wealth Management Inc
✚
|
MA | 0.2 |
|
Westhampton Capital LLC
✚
|
NC | 0.2 |
|
Thoma Capital Management LLC
✚
|
MD | 0.2 |
|
Gray William Loyd Jr
✚
|
TN | 0.2 |
|
Ipsen Advisor Group LLC
✚
|
AR | 0.2 |
|
Daniel Investment Associates LLC
✚
|
CA | 0.2 |
|
VCI Wealth Management LLC
✚
|
MO | 0.2 |
|
Atlas Wealth Partners LLC
✚
|
PA | 0.2 |