BDT & Associates

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

2615 E 24th St Ste 2, Yuma, Arizona, 853...

Phone Number

(928) 344-8000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About BDT & Associates

BDT & Associates, Inc. serves a select group of clients who desire to achieve a higher quality of life by making smart choices about their money. Our advisors use a holistic, values centered approach to give our clients the highest probability of achieving their financial goals. Each advisor's ultimate goal is to work with a specific number of clients who are willing to delegate their financial affairs so they can focus on the more important areas of their lives such as family, health, work, hobbies, etc. We are an independent, comprehensive, fee-for-service firm. We operate in total transparency and are honest and forthright with all of our clients. We believe each client should be treated with the utmost respect, sincerity, and integrity that they deserve. Our talented team of professionals is committed to building lifelong relationships with clients based on highly standardized, quality service. If this resonates with you and you are seeking a higher quality of life, the BDT & AssocRead more
BDT & Associates's Social MediaPopular SearchesBdt & Associates IncInvicta Financial GroupBDT & Associatesinvictafg.comBdt Associates IncSIC Code 62,628NAICS Code 52,523Show more

BDT & Associates Org Chart

PhoneEmail
KD
United States flag for contact location.

Chief Compliance Officer & Executive & Owner ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BDT & Associates

<$5M
11-50
Private
-
2008
KD
Kym DavisChief Compliance Officer & Executive & Owner & Senior VP, Amp & Shareholder
<$5M
11-50
Private
<$5M
2008
TW
Tami WallerReservations and Event Coordinator
<$5M
1-10
Private
-
1997
DA
Diana AveryIndependent Financial Advisor
<$5M
11-50
Private
-
2010
PM
Paul MeyersPresident & Financial Advisor
<$5M
1-10
Private
-
2021
AH
Alex HaggertyFinancial Advisor
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
1997
MC
Merrily CarrollNot Explicitly Stated
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

BDT & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

BDT & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BDT & Associates.

BDT & Associates Tech Stack

A closer look at the technologies used by BDT & Associates

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Frequently Asked Questions Regarding BDT & Associates

What is BDT & Associates's official website?
BDT & Associates's official website is www.invictafg.com
What is BDT & Associates's Revenue?
BDT & Associates's revenue is <$5 Million
What is BDT & Associates's SIC code?
BDT & Associates's SIC: 62,628
What is BDT & Associates's NAICS code?
BDT & Associates's NAICS: 52,523
How many employees does BDT & Associates have?
BDT & Associates has 11-50 employees
What industry does BDT & Associates belong to?
BDT & Associates is in the industry of: Finance, Securities Trading
What is BDT & Associates competition?
BDT & Associates top competitors include: Avery Financial Services, Nobile Hinchey Private Wealth Management, William R Pintaric & Associates, Jack Keeter & Associates
What technology does BDT & Associates use?
Some of the popular technologies that BDT & Associates uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact BDT & Associates?
BDT & Associates contact info: Phone number: (928) 344-8000 Website: www.invictafg.com
What does BDT & Associates do?

BDT & Associates, Inc. serves a select group of clients who desire to achieve a higher quality of life by making smart choices about their money. Our advisors use a holistic, values centered approach to give our clients the highest probability of achieving their financial goals. Each advisor's ultimate goal is to work with a specific number of clie... nts who are willing to delegate their financial affairs so they can focus on the more important areas of their lives such as family, health, work, hobbies, etc. We are an independent, comprehensive, fee-for-service firm. We operate in total transparency and are honest and forthright with all of our clients. We believe each client should be treated with the utmost respect, sincerity, and integrity that they deserve. Our talented team of professionals is committed to building lifelong relationships with clients based on highly standardized, quality service. If this resonates with you and you are seeking a higher quality of life, the BDT & Associates, Inc. team is ready to serve you. Feel free to visit our website and/or give us a call if we can be of service. Investment Advisor Representative. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge & BDT & Associates, Inc. are not affiliated. 2615 E. 24th Street Suite 2 Yuma, AZ 85365 928.344.8000Read More

What are BDT & Associates social media links?
BDT & Associates Linkedin page
Is BDT & Associates a public company?
BDT & Associates is private company therefore does not currently have an official ticker symbol
See more information about BDT & Associates

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