Also known as invicta financial
Invicta Financial Group is a veteran-owned financial planning company in Yuma, Arizona, founded in 2007, with about $371 million in reported assets. It serves a select group of families and businesses. The firm's advisers have more than 15 years in financial advising, and it states that it designed its model around client focus groups that emphasized personal attention, transparency, accountability and coordination. Advisers take on fewer clients, use conflict-free compensation, vet referred specialists such as attorneys and tax professionals, and provide a single point of contact. Planning covers investments and insurance as well as estate planning, tax strategy and mortgage planning.
Public regulatory records matched to Invicta Financial Group from SEC and IRS filings.
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Invicta Financial Group is a wealth manager based in Yuma, United States, managing approximately $371M in assets.
Invicta Financial Group is headquartered in Yuma, United States.
Invicta Financial Group manages approximately $371M in assets under management.
Invicta Financial Group was founded in 2007.
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