Network·Venture Capital

Invictus Fiduciary Services, LLC

Unclaimed

📍 MEMPHIS, TN

Venture Capitalfinancial servicesbusiness servicesEmployee Stock Ownership Plans (ESOPs)
www.invictusfiduciary.com

SEC CRD #801-108861

About

Invictus Fiduciary Services LLC A Registered Investment Advisor ESOP Fiduciary Services Building relationships one client at a time. ESOP Services INVICTUS Fiduciary Services, LLC A REGISTERED INVESTMENT ADVISOR* Invictus means “unconquerable” and defines our approach in assisting our clients in a fluctuating and often confusing marketplace. We pride ourselves on developing and maintaining a personal relationship with every client. This allows us to identify and address the specific needs of each and enables us to provide them with the necessary fiduciary protection. More About Us Let s get in touch Let s get in touch Give us a call or fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days. About Us Invictus Fiduciary Services LLC About Us Invictus Fiduciary Services LLC About Us Invictus Fiduciary Services, LLC A REGISTERED INVESTMENT ADVISOR Invictus and its principals serve the Employee Stock Ownership Plan (ESOP) community in a variety of fiduciary capacities including investment advisory, investment management, transactional, as well as on-going , continuous trustee appointments. We pride ourselves on developing and maintaining a personal relationship with every client. This allows us to identify and address the specific needs of each and enables us to provide them with the necessary fiduciary protection. Our personalized approach assists us in safeguarding the assets of the plan for the benefit of the partici

Key Contact

MN

MICHAEL NEW

CHIEF COMPLIANCE OFFICER

📞 (901) 260-1444

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Geographic Focus

United States

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AUM

$1.0B

Location

MEMPHIS, TN

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