Invictus Timing Service Ltd is a large advisory firm based in Westbury. It manages $106.47 million of regulatory assets for 496 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Jersey, New York, and 3 other states.
Invictus Timing Service provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Invictus Timing Service Ltd is $106.47 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Invictus Timing Service Ltd for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Jay Allan Ambroson is individuals with 464 clients and $74.91 million of assets under management. Among the 10 most similar advisory firms, Invictus Timing Service has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $106.47 million for 490 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Invictus Timing Service doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jay Allan Ambroson has been acting as President since 1 Jul 1986. Matthew Evan Eckstein joined the executive team most recently as the Vice President, Chief Compliance Officer.
The principal office where Invictus Timing Service Ltd performs its advisory services is located at 400 Post Avenue, Westbury, NY 11590, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 516-741-0500 or by fax 516-741-0627. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday.