INVESCO, LLC

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

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 Status	Approved
Firm CRD#	123524
SEC#	801-112395
Assets Managed by Firm	$232,708,111
No. of Clients	185
No. of Advisors	11

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 Clients	AUM
Firm Total	185	$232,708,111
Individuals (other than high net worth individuals)	131	$53,986,254
High net worth individuals	51	$107,683,792
Pension and profit sharing plans	Fewer than 5 clients	$2,040,392
Corporations or other businesses	Fewer than 5 clients	$2,231,013

More Retirement Planning firms in Des Plaines, Illinois:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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