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BDT & ASSOCIATES, INC.
BDT & ASSOCIATES, INC.
INVICTA FINANCIAL GROUP
YUMA, Arizona
·
9 registered advisors
·
CRD# 288008
SEC# 801-118542
5
928-344-8000
01
Firm Overview
AUM
$251M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
9
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.
9 registered advisors
Barry Douglas Todd
YUMA, Arizona
CRD# 4506777
Benjamin Alexander Williams
YUMA, Arizona
CRD# 6250332
Blake Alexander Morlet
YUMA, Arizona
CRD# 6915226
Doyel Nmn Price
YUMA, Arizona
CRD# 2672139
Kimberly Kaye Davis
YUMA, Arizona
CRD# 4882688
Leigh Bennett Harns
YUMA, Arizona
CRD# 6268718
Reid Jordan Stogner
YUMA, Arizona
CRD# 5301284
Scott L Hull
YUMA, Arizona
CRD# 843244
Tyler Cody Laurel
YUMA, Arizona
CRD# 6441246
05
Office Locations
YUMA, Arizona
9 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
.