National Retirement Planning Experts

National Coverage
Local Professionals

INVESCO, LLC

1295 Rand Road
Des Plaines, Illinois 60016
Tel: 847-824-4078

Need a Financial Advisor?
Compare Vetted Advisors

About INVESCO, LLC

INVESCO, LLC, formally registered with the SEC as INVESCO, LLC. The firm was established in 02/06/2018. They have over 1 offices throughout the country.

INVESCO, LLC is a Des Plaines, Illinois based Financial Planning firm with nearly $232,708,111 assets under management, offering retirement planning & investment advisory services to 185 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#123524
SEC#801-112395
Assets Managed by Firm$232,708,111
No. of Clients185
No. of Advisors11

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total185$232,708,111
Individuals (other than high net worth individuals)131$53,986,254
High net worth individuals51$107,683,792
Pension and profit sharing plansFewer than 5 clients$2,040,392
Corporations or other businessesFewer than 5 clients$2,231,013

More Retirement Planning firms in Des Plaines, Illinois:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED
50 S Lasalle Street
Chicago, IL, 60603-1008
$1,016,556,943,58041105674
INVESCO CAPITAL MANAGEMENT LLC
3500 Lacey Road, Suite 700
Downers Grove, IL, 60515
$545,530,164,135401220
ENVESTNET PMC
150 North Riverside Plaza Suite 2050
Chicago, IL, 60606
$426,071,864,5661821809415
BALYASNY ASSET MANAGEMENT L.P.
444 W. Lake Street, 50th Floor
Chicago, IL, 60606
$248,044,764,038371857
NUVEEN ASSET MANAGEMENT, LLC
333 West Wacker Drive
Chicago, IL, 60606
$239,614,971,44159703397

Explore More Retirement Advisors in Des Plaines, Illinois