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Philip Maynard Giambri

INVICTA ADVISORS LLC·OAKMONT, Pennsylvania
Unclaimed Profile
527 CEDAR WAY, OAKMONT, PA 15139CRD# 1182516Firm CRD# 298868
01

About

Philip Maynard Giambri is a registered financial advisor based in OAKMONT, Pennsylvania, affiliated with INVICTA ADVISORS 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
INVICTA ADVISORS LLC
INVICTA ADVISORS LLC
AUM
$192M
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at INVICTA ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1182516
Firm CRD# 298868
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philip Maynard Giambri offer?
Philip Maynard Giambri specializes in Financial Planning, Investment Management. Contact their office in OAKMONT, Pennsylvania for a consultation.
What are Philip Maynard Giambri's credentials?
Philip Maynard Giambri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Maynard Giambri located?
Philip Maynard Giambri is based in OAKMONT, Pennsylvania, working with INVICTA ADVISORS LLC. Their office serves clients in the OAKMONT metropolitan area and surrounding communities.
How does Philip Maynard Giambri charge for services?
Philip Maynard Giambri's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVICTA ADVISORS LLC?
INVICTA ADVISORS LLC has approximately 43 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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