BDT & ASSOCIATES, INC.
Legal name: INVICTA FINANCIAL GROUP
CRD #288008 SEC #801-118542 YUMA, AZ 928-344-8000
SEC Registered
Total AUM
$324.6M
Discretionary
$0
Employees
11
Clients
--
Accounts
1,722
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $324.6M | $0 | $324.6M | 11 | 35 |
| May 2025 | $324.6M | $0 | $324.6M | 11 | 35 |
| Apr 2025 | $324.6M | $0 | $324.6M | 10 | 35 |
| Mar 2025 | $324.6M | $0 | $324.6M | 10 | 35 |
| Feb 2025 | $251M | $0 | $251M | 10 | 0 |
| Aug 2024 | $251M | $0 | $251M | 10 | 0 |
| Jul 2024 | $251M | $0 | $251M | 9 | 0 |
| Jun 2024 | $251M | $0 | $251M | 9 | 0 |
| Apr 2024 | $251M | $0 | $251M | 9 | 0 |
| Mar 2024 | $251M | $0 | $251M | 9 | 0 |
| Dec 2023 | $197.6M | $0 | $197.6M | 9 | 0 |
| Sep 2023 | $197.6M | $0 | $197.6M | 10 | 0 |
| Jun 2023 | $197.6M | $0 | $197.6M | 10 | 0 |
| Mar 2023 | $197.6M | $0 | $197.6M | 11 | 0 |
| Mar 2023 | $197.6M | $0 | $197.6M | 11 | 0 |
| Mar 2023 | $260.1M | $0 | $260.1M | 10 | 0 |
| Jan 2023 | $260.1M | $0 | $260.1M | 9 | 0 |
| Aug 2022 | $260.1M | $0 | $260.1M | 8 | 0 |
| Jul 2022 | $260.1M | $0 | $260.1M | 9 | 0 |
| Jun 2022 | $260.1M | $0 | $260.1M | 10 | 0 |
| May 2022 | $260.1M | $0 | $260.1M | 10 | 0 |
| May 2022 | $260.1M | $0 | $260.1M | 10 | 0 |
| May 2022 | $260.1M | $0 | $260.1M | 10 | 0 |
| Mar 2022 | $260.1M | $0 | $260.1M | 10 | 0 |
| Jan 2022 | $179M | $0 | $179M | 9 | 0 |
| Dec 2021 | $179M | $0 | $179M | 9 | 0 |
| Nov 2021 | $179M | $0 | $179M | 10 | 0 |
| Mar 2021 | $179M | $0 | $179M | 9 | 0 |
| Jun 2020 | $104M | $0 | $104M | 9 | 0 |
| Apr 2020 | $104M | $0 | $104M | 9 | 0 |
| Mar 2020 | $104M | $0 | $104M | 9 | 0 |
| Mar 2018 | $0 | $0 | $0 | 3 | 400 |
| Feb 2018 | $0 | $0 | $0 | 3 | 400 |
| Feb 2018 | $0 | $0 | $0 | 2 | 400 |
| Jan 2018 | $0 | $0 | $0 | 3 | 400 |
| Dec 2017 | $0 | $0 | $0 | 3 | 400 |
| Dec 2017 | $0 | $0 | $0 | 3 | 400 |
| Dec 2017 | $0 | $0 | $0 | 3 | 400 |
| Nov 2017 | $0 | $0 | $0 | 4 | 400 |
| Nov 2017 | $0 | $0 | $0 | 2 | 400 |
| Jun 2017 | $0 | $0 | $0 | 2 | 0 |
| May 2017 | $0 | $0 | $0 | 2 | 0 |
| May 2017 | $0 | $0 | $0 | 2 | 0 |
| May 2017 | $0 | $0 | $0 | 2 | 0 |
| May 2017 | $0 | $0 | $0 | 2 | 0 |
| Apr 2017 | $0 | $0 | $0 | 2 | 0 |
DateAug 2025
Total AUM$324.6M
Discretionary$0
Non-Disc.$324.6M
Employees11
Clients35
DateMay 2025
Total AUM$324.6M
Discretionary$0
Non-Disc.$324.6M
Employees11
Clients35
DateApr 2025
Total AUM$324.6M
Discretionary$0
Non-Disc.$324.6M
Employees10
Clients35
DateMar 2025
Total AUM$324.6M
Discretionary$0
Non-Disc.$324.6M
Employees10
Clients35
DateFeb 2025
Total AUM$251M
Discretionary$0
Non-Disc.$251M
Employees10
Clients0
DateAug 2024
Total AUM$251M
Discretionary$0
Non-Disc.$251M
Employees10
Clients0
DateJul 2024
Total AUM$251M
Discretionary$0
Non-Disc.$251M
Employees9
Clients0
DateJun 2024
Total AUM$251M
Discretionary$0
Non-Disc.$251M
Employees9
Clients0
DateApr 2024
Total AUM$251M
Discretionary$0
Non-Disc.$251M
Employees9
Clients0
DateMar 2024
Total AUM$251M
Discretionary$0
Non-Disc.$251M
Employees9
Clients0
DateDec 2023
Total AUM$197.6M
Discretionary$0
Non-Disc.$197.6M
Employees9
Clients0
DateSep 2023
Total AUM$197.6M
Discretionary$0
Non-Disc.$197.6M
Employees10
Clients0
DateJun 2023
Total AUM$197.6M
Discretionary$0
Non-Disc.$197.6M
Employees10
Clients0
DateMar 2023
Total AUM$197.6M
Discretionary$0
Non-Disc.$197.6M
Employees11
Clients0
DateMar 2023
Total AUM$197.6M
Discretionary$0
Non-Disc.$197.6M
Employees11
Clients0
DateMar 2023
Total AUM$260.1M
Discretionary$0
Non-Disc.$260.1M
Employees10
Clients0
DateJan 2023
Total AUM$260.1M
Discretionary$0
Non-Disc.$260.1M
Employees9
Clients0
DateAug 2022
Total AUM$260.1M
Discretionary$0
Non-Disc.$260.1M
Employees8
Clients0
DateJul 2022
Total AUM$260.1M
Discretionary$0
Non-Disc.$260.1M
Employees9
Clients0
DateJun 2022
Total AUM$260.1M
Discretionary$0
Non-Disc.$260.1M
Employees10
Clients0
DateMay 2022
Total AUM$260.1M
Discretionary$0
Non-Disc.$260.1M
Employees10
Clients0
DateMay 2022
Total AUM$260.1M
Discretionary$0
Non-Disc.$260.1M
Employees10
Clients0
DateMay 2022
Total AUM$260.1M
Discretionary$0
Non-Disc.$260.1M
Employees10
Clients0
DateMar 2022
Total AUM$260.1M
Discretionary$0
Non-Disc.$260.1M
Employees10
Clients0
DateJan 2022
Total AUM$179M
Discretionary$0
Non-Disc.$179M
Employees9
Clients0
DateDec 2021
Total AUM$179M
Discretionary$0
Non-Disc.$179M
Employees9
Clients0
DateNov 2021
Total AUM$179M
Discretionary$0
Non-Disc.$179M
Employees10
Clients0
DateMar 2021
Total AUM$179M
Discretionary$0
Non-Disc.$179M
Employees9
Clients0
DateJun 2020
Total AUM$104M
Discretionary$0
Non-Disc.$104M
Employees9
Clients0
DateApr 2020
Total AUM$104M
Discretionary$0
Non-Disc.$104M
Employees9
Clients0
DateMar 2020
Total AUM$104M
Discretionary$0
Non-Disc.$104M
Employees9
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients400
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients400
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients400
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients400
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients400
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients400
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients400
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients400
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients400
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0