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Invictus Fiduciary Services, LLC

● SEC registered since 2017CRD 286117SEC# 801-108861Memphis, TN
Export (members)
Reg. AUM
$958.9M
Employees
3
Accounts
29
Location
Memphis, TN

Invictus Fiduciary Services, LLC assets under management

Invictus Fiduciary Services, LLC is an investment advisory firm registered with the SEC based in Memphis, TN. The firm has been registered since 2017. It reports $958.9 million in regulatory assets under management and employs 3 people.

Invictus Fiduciary Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Eugene New ControlChief Executive Officer & Chief Compliance Officer25-50%2024

Frequently asked questions

How much does Invictus Fiduciary Services, LLC manage?

Invictus Fiduciary Services, LLC reports $958.9 million in regulatory assets under management on its Form ADV.

How many employees does Invictus Fiduciary Services, LLC have?

Invictus Fiduciary Services, LLC reports 3 employees.

Where is Invictus Fiduciary Services, LLC located?

Invictus Fiduciary Services, LLC is based in Memphis, TN and has been SEC-registered since 2017.

Does Invictus Fiduciary Services, LLC disclose fund performance?

Invictus Fiduciary Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1755 Kirby Parkway,, Suite 101, Memphis, TN 38120
Phone(901) 260-1444
FaxN/A
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$868.8M
Non-discretionary$90.1M
Total (RAUM)$958.9M