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FIRM PROFILE
Overview
INVICTA CAPITAL LLC is located at 527 Cedar Way Suite 101, Oakmont, PA 15139 and was first established at Philadelphia, Pennsylvania in 07/14/2010. After operating for 15 years, INVICTA CAPITAL LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of INVICTA CAPITAL LLC’s clients are individuals and 0% of their clients are high net worth individuals. INVICTA CAPITAL LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at INVICTA CAPITAL LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access INVICTA CAPITAL LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at INVICTA CAPITAL LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for INVICTA CAPITAL LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
527 Cedar Way Suite 101, Oakmont, PA 15139
527 Cedar Way Suite 101, Oakmont, PA 15139
Small
(412) 349-8684
Pennsylvania since 07/14/2010
Limited Liability Company
December
FIRM DOCUMENTS
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Advisor's working at INVICTA CAPITAL LLC
Scott Alan Lucas
Deborah Rebecca Lewis
John Walton Simmons JR
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