2001 Sixth Ave.
Suite 2310
Seattle, Washington 98121
Tel: 1-866-769-2773
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 7 offices throughout the country.
INVESCO MANAGED ACCOUNTS, LLC is a Seattle, Washington based Financial Planning firm with nearly $17,544,201,456 assets under management, offering retirement planning & investment advisory services to 7462 clients. The firm is staffed with 55 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 154461 |
SEC# | 801-61716 |
Assets Managed by Firm | $17,544,201,456 |
No. of Clients | 7462 |
No. of Advisors | 55 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 7462 | $17,544,201,456 |
High net worth individuals | 684 | $1,082,856,925 |
Pension and profit sharing plans | 28 | $14,675,579 |
Charitable organizations | 182 | $409,935,137 |
Other investment advisers | 75 | $7,847,167,302 |
Corporations or other businesses | 253 | $1,369,743,210 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
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