Invictus Timing Service Ltd

RIASEC RegisteredEst. 1986
Total AUM
$103M
Discretionary
$103M
100% of AUM
Avg account
$360K
Accounts
286
Employees
1
Advisory reps
1

Firm details

Headquarters
Westbury, New York
CRD number
106372
Registered since
September 5, 1986
Custodians
AXOS CLEARING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI50.15%
  • Individuals49.85%
Services
Portfolio Management for IndividualsMarket Timing Services

Firm profile

FINTRX

Overview

Invictus Timing Service Ltd is an independently owned registered investment adviser that focuses on individual and family clients. The firm has been SEC-registered since 1986 and bills clients on a percentage-of-assets basis. Its advisory work centers on discretionary portfolio management for individuals and small businesses and on market-timing services rather than model-driven or institutional-only mandates. The firm does not position itself as an active ESG investor and its regulatory filings do not indicate multi-state adviser status. Corporate ownership is structured as an individual-owned corporation. The firm identifies professional ties with an accountant and an insurance company, which likely reflect referral or service relationships common for boutiques that serve private clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

1 of 1
  • Jay Ambroson

    Investment AdvisorCRD 859012

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Westbury, NY

Nassau

Location

Westbury, NY

Headquartered in Westbury, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
400 Post Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth