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Thaddeus Timothy Ekstrand

INVICTUS ASSET MANAGEMENT LLC·AGOURA HILLS, California
Unclaimed Profile
30200 AGOURA ROAD, AGOURA HILLS, CA 91301CRD# 5750892Firm CRD# 281704
01

About

Thaddeus Timothy Ekstrand is a registered financial advisor based in AGOURA HILLS, California, affiliated with INVICTUS ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EKSTRAND FINANCIAL LLC
EKSTRAND FINANCIAL LLC
AUM
$8M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at EKSTRAND FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5750892
Firm CRD# 281704
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thaddeus Timothy Ekstrand offer?
Thaddeus Timothy Ekstrand specializes in Financial Planning, Investment Management. Contact their office in AGOURA HILLS, California for a consultation.
What are Thaddeus Timothy Ekstrand's credentials?
Thaddeus Timothy Ekstrand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thaddeus Timothy Ekstrand located?
Thaddeus Timothy Ekstrand is based in AGOURA HILLS, California, working with INVICTUS ASSET MANAGEMENT LLC. Their office serves clients in the AGOURA HILLS metropolitan area and surrounding communities.
How does Thaddeus Timothy Ekstrand charge for services?
Thaddeus Timothy Ekstrand's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVICTUS ASSET MANAGEMENT LLC?
INVICTUS ASSET MANAGEMENT LLC has approximately 1 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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