National Retirement Planning Experts

National Coverage
Local Professionals

INVESCO MANAGED ACCOUNTS, LLC

2001 Sixth Ave.
Suite 2310
Seattle, Washington 98121
Tel: 1-866-769-2773

Need a Financial Advisor?
Compare Vetted Advisors

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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#154461
SEC#801-61716
Assets Managed by Firm$17,544,201,456
No. of Clients7462
No. of Advisors55

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total7462$17,544,201,456
High net worth individuals684$1,082,856,925
Pension and profit sharing plans28$14,675,579
Charitable organizations182$409,935,137
Other investment advisers75$7,847,167,302
Corporations or other businesses253$1,369,743,210

More Retirement Planning firms in Seattle, Washington:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
PARAMETRIC PORTFOLIO ASSOCIATES
800 Fifth Avenue, Suite 2800
Seattle, WA, 98104
$475,093,919,406163121877
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$82,657,150,657146653
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$52,480,583,05670944653
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
1201 Third Avenue, Suite 3000
Seattle, WA, 98101
$24,747,000,0001795
RUSSELL INVESTMENTS
1301 Second Avenue, 18th Floor
Seattle, WA, 98101
$23,026,995,11177656

Explore More Retirement Advisors in Seattle, Washington