BDT & ASSOCIATES, INC.
DBA: INVICTA FINANCIAL GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $371.1M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $371.1M |
| Client Accounts | 1,683 |
| Avg Account Size | $221K |
| Employees | 11 |
| Peak AUM | $371.1MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $371M | +14.3% | +12.2% | +15.4% | |
| Non-Disc. AUM | $371M | ||||
Key Metrics
| Total AUM | $371.1M |
| Discretionary | $0 |
| Employees | 11 |
| Client Accounts | 1683 |
| Client Range | 251-500 |
Contact & Location
Address
2615 EAST 24TH STREET
YUMA AZ 85365
Phone
928-344-8000
Filing History
71 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$371M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Pension ConsultantTrust Company