Marc
Demshock

Invicta Advisors LLC

CRD#7653337
Investment Advisor
in Williamsport, PA

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About this Advisor

Marc Demshock is a financial advisor who works out of Williamsport, Pennsylvania with a total of 1 year of relevant experience. Demshock is an advisor for Invicta Advisors LLC. Over the course of their career, Demshock has held roles at Rivers Edge Capital, Liberty Group and Mcnerney Page. Demshock is registered to operate in Pennsylvania. Invicta Advisors LLC is a financial advisory company operating out of Monroeville, PA. The company has offices in five locations and a total of 36 people on staff. It administers $422 million in assets among its 3,108 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 3,108 accounts, 30% belong to high-net-worth investors who have at least $1 million in investable assets. Invicta Advisors LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees are based on which services the firm provides the client. Fee types charged by Invicta Advisors LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Williamsport, PA

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Invicta Advisors LLC Brokerage Details

Total Assets Under Management

$421,922,781

PA Average: $15,833,994,310
Total Number of Employees

36

PA Average: 41
Total Number of Accounts

3,108

PA Average: 3,342
Average Account Size

$135,754

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Marc Demshock Work History

Marc has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Rivers Edge Capital

2015 - 2020 (5 years)

Liberty Group

2012 - 2015 (3 years)

Mcnerney Page

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marc Demshock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Invicta Advisors LLC

Kristin Pearson
Monroeville, PA
Aimee Toth
Monroeville, PA
Michael Kinney
Loveland, CO
Marc Demshock
Williamsport, PA
Preston Boyd
Monroeville, PA
Gregory Teal
Marcus Hook, PA
Eric Smith
Marcus Hook, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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