Invesco Managed Accounts, LLC

RIASEC RegisteredEst. 2003

Total AUM

$31.3B

Discretionary

$31.2B

100% of AUM

Avg account

$1.8M

Accounts

17,443

Employees

Advisory reps

Firm details

Headquarters: Seattle, Washington
CRD number: 154461
Registered since: January 28, 2003
Website: www.invesco.com
Custodians: MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other43.74%
Other Investment Advisers36.65%
Corporations / Businesses11.1%
Charitable Organizations4.35%
HNWI1.93%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Invesco Managed Accounts, LLC is an SEC-registered limited liability company that provides portfolio management to both individual/family clients and institutional entities. The firm has been registered with the SEC since 2003 and reports fee arrangements that include asset-based charges as well as fixed fees. Its advisory mandate covers discretionary portfolio management for smaller businesses and individuals as well as for business or institutional accounts. The firm reports being an active ESG investor and lists several industry affiliations, including roles tied to broker-dealer activities, trust company services, commodity pool or trading activity, and sponsorship or management of pooled investment vehicles.