INVICTUS TIMING SERVICE LTD

RIASEC RegisteredEst. 1986
Total AUM
$103M
Discretionary
$103M
100% of AUM
Avg account
$360K
Accounts
286
Employees
1
Advisory reps
1

Firm details

Headquarters
WESTBURY, New York
CRD number
106372
Registered since
September 5, 1986
Custodians
AXOS CLEARING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI50.15%
  • Individuals49.85%
Services
Portfolio Management for IndividualsMarket Timing Services

Firm profile

FINTRX

Overview

Invictus Timing Service Ltd is a corporation that provides portfolio management for individuals and small businesses alongside market-timing services. The firm has been SEC-registered since 1986 and is owned by an individual. Its client focus is on individual and family clients and it charges fees based on a percentage of assets under management. The adviser is not positioned as a multi-state or pension consultant, does not identify as an active ESG investor, and does not act as a capital allocator or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

1 of 1
  • JAY AMBROSON

    Investment AdvisorCRD 859012

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WESTBURY, NY

NASSAU

Location

WESTBURY, NY

Headquartered in WESTBURY, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NASSAU
Address
400 Post Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth