$103.0M Total AUM
$103.0M Disc. AUM
6.3% 3Y CAGR
1 Employees
286 ADV. Clients
39 yrs Firm Age
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- Custodian
- Axos
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-05-1986
- Office Locations
- 1
Office Locations
400 Post Avenue Suite 403 Westbury NY
About Invictus Timing Service LTD
Invictus Timing Service Ltd. is a Westbury, NY SEC-registered RIA focused on personalized portfolio management and financial planning for retail clients, including entrepreneurs. The firm emphasizes asset allocation and portfolio construction using vehicles such as mutual funds and strategies spanning fixed income, insurance/annuity solutions, and private placements. A lean, single-advisor shop, it custodies assets with Axos.
Team overview
-- AVG AGE
$103.0M AVG AUM / ADVISOR
$360.1K AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
39yrs Firm Age
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Asset Classes
Alpha insight Foundation
Client Personas
North meridian
Investment Themes
Harbor Oak vertex
Investment Vehicles
Peak foundation
Services
Vertex vertex Unison north Wave delta
Owner & Executives
J
JAY ALLAN AMBROSON
Chief Compliance Officer, Owner, President
- CRD
- #859012
- Ownership
- 75% or more
(444) 406-8291
capital.momentum@beaconcapital.com
in linkedin.com/in/optima-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,001,050 | $360,144 |
| Non-Discretionary | $0 | -- |
| Total | $103,001,050 | $360,144 |
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Separately Managed Accounts
Total SMA Asset: $103,001,050
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $6,939,132,161 | 100.0% |
| Total | $6,939,132,161 | 100.0% |