BDT & ASSOCIATES, INC.

INVICTA FINANCIAL GROUP
YUMA, Arizona·7 registered advisors·CRD# 288008
SEC# 801-1185425928-344-8000
01

Firm Overview

AUM
$251M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF CLIENT'S GROSS ANNUAL INCOME
03

Specialties

Financial Planning
04

Advisors at BDT & ASSOCIATES, INC.

7 registered advisors
Barry Douglas Todd
YUMA, Arizona
ChFC
Benjamin Alexander Williams
YUMA, Arizona
Blake Alexander Morlet
YUMA, Arizona
Doyel Nmn Price
YUMA, Arizona
Leigh Bennett Harns
YUMA, Arizona
Reid Jordan Stogner
YUMA, Arizona
Scott L Hull
YUMA, Arizona
05

Office Locations

YUMA, Arizona
7 advisors

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Data sourced from SEC Form ADV filings. BDT & ASSOCIATES, INC. (CRD# 288008) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.