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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 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 Status | Approved |
|---|---|
| Firm CRD# | 154461 |
| SEC# | 801-61716 |
| Assets Managed by Firm | $17,544,201,456 |
| No. of Clients | 7462 |
| No. of Advisors | 55 |
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 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 |
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