Invictus Asset Management LLC

Invictus Asset Management LLC (CRD# 281704) is a financial advisory firm headquartered in Agoura Hills, CA. They manage $200,774,336 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $20,077,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Invictus Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thaddeus T. Ekstrand
CRD#: 5750892
30200 Agoura Road, Suite 230, Agoura Hills, CA 91301
93
Wealthminder
score

Thaddeus Ekstrand (CRD# 5750892) is an Investment Advisor Representative working at Invictus Asset Management LLC in Agoura Hills, CA and has over 4 years of experience in the finance industry. Thaddeus Ekstrand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jason C. Dawes
CRD#: 6599407
30200 Agoura Road, Suite 230, Agoura Hills, CA 91301
90
Wealthminder
score

Jason Dawes (CRD# 6599407) is an Investment Advisor Representative working at Invictus Asset Management LLC in Agoura Hills, CA and has 1 year of experience in the finance industry.

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