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William Thomas Krzton

Invicta Advisors LLC

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About William Thomas Krzton

William Krzton is a registered Investment Advisor Representative with Invicta Advisors LLC. William has been in the industry since 01/1994 and is registered in Pennsylvania. William also has an unrelated legal practice, Three Rivers Law. William's current firm provides financial planning and portfolio management for individuals.

Firm Information

William Krzton is currently registered with Invicta Advisors LLC. Invicta Advisors LLC is an investment advisor based in OAKMONT, PA. The firm has 9 licensed agents, 42 registered representatives, and 9 investment advisory functions. Invicta Advisors LLC manages approximately $192,282,372 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
Invicta Advisors LLC

527 CEDAR WAY

OAKMONT, PA 15139

$192.28M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Krzton’s Registration & Firm History

PA

06/28/2019 - Present

Invicta Advisors LLC (OAKMONT PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Thomas Krzton.
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