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INVICTA FINANCIAL GROUP

BDT & ASSOCIATES, INC.

CRD 288008 · SEC 801-118542

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2615 EAST 24TH STREET, SUITE 2, YUMA, AZ, 85365, United States

Phone

928-344-8000

Fax

928-344-1213

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$371.1M

Discretionary AUM

$0

Team

11 total employees; 11 advisory reps; 31 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees; PERCENTAGE OF CLIENT'S GROSS ANNUAL INCOME

Org form

Corporation

Filing date

2026-04-16

Disciplinary history

No

Services

Financial planningSelection of other advisersFINANCIAL ADVISORY SERVICES VIA SELECTION OF OTHER ADVISERS

Client types

TypeClientsAUM
Individuals296$115.0M
High net worth individuals181$256.2M

States served

AL, AZ, CA, GA, IL, IA, LA, NE, NV, NC, VA, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD