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Home > Retirement Planners > washington > seattle > INVESCO MANAGED ACCOUNTS, LLC
INVESCO MANAGED ACCOUNTS, LLC
2001 Sixth Ave.
Suite 2310
Seattle, Washington 98121
Tel: 1-866-769-2773
About INVESCO MANAGED ACCOUNTS, LLC
INVESCO MANAGED ACCOUNTS, LLC, formally registered with the SEC as INVESCO MANAGED ACCOUNTS, LLC. The firm was established in 01/28/2003. They have over 5 offices throughout the country.
INVESCO MANAGED ACCOUNTS, LLC is a Seattle, Washington based Financial Planning firm with nearly $11,394,626,019 assets under management, offering retirement planning & investment advisory services to 3496 clients. The firm is staffed with 42 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 154461 |
| SEC# | 801-61716 |
| Assets Managed by Firm | $11,394,626,019 |
| No. of Clients | 3496 |
| No. of Advisors | 42 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3496 | $11,394,626,019 |
| High net worth individuals | 722 | $969,291,154 |
| Pension and profit sharing plans | 21 | $10,473,278 |
| Charitable organizations | 114 | $280,523,026 |
| Other investment advisers | 73 | $6,141,342,452 |
| Corporations or other businesses | 123 | $980,698,441 |
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