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Thaddeus Timothy Ekstrand

INVICTUS ASSET MANAGEMENT LLC·AGOURA HILLS, California
Clean recordINVICTUS ASSET MANAGEMENT LLC
30200 AGOURA ROAD, AGOURA HILLS, CA 91301CRD# 5750892Firm CRD# 281704

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thaddeus Timothy Ekstrand · AGOURA HILLS, CA
Registration
CRD #5750892 · INVICTUS ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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05

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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Research
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