INVICTUS FINANCIAL SERVICES
Firm details
- Headquarters
- WYOMING, Pennsylvania
- CRD number
- 340343
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Invictus Financial Services operates as a limited liability company and provides a range of financial services, primarily focused on financial planning and portfolio management for individuals and small businesses. The firm also engages in insurance brokerage activities, which adds another layer to its service offerings. While the firm does not classify itself as an active ESG investor, it maintains a diverse approach to investment management that caters to the specific needs of its clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Shane Kreller
PresidentCRD 8209598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WYOMING, PA
LUZERNE
Location
WYOMING, PA
Headquartered in WYOMING, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- LUZERNE
- Address
- 324 Wyoming Ave
- Time zone
- ET (UTC-5)
- Office locations
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