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 a limited liability company that has been SEC-registered since 2003 and provides portfolio management for both individual/family clients and institutional/business clients. The firm charges a mix of percentage-of-AUM and fixed fees and reports being an active ESG investor. Its advisory scope explicitly includes discretionary portfolio management for individuals/small businesses as well as for businesses and institutions. The organization lists a range of industry affiliations and operating roles beyond pure investment advice, including relationships with broker-dealers, other registered advisers, commodity pool operator/commodity trading advisor activity, trust company functions, and sponsorship or managerial roles in limited partnerships and pooled investment vehicles.