Invesco Advisers, Inc.

RIASEC RegisteredEst. 1988

Total AUM

$750B

Discretionary

$731B

97% of AUM

Avg account

$9.1M

Accounts

82,498

Employees

2,804

Advisory reps

205

Firm details

Headquarters: Atlanta, Georgia
CRD number: 105360
Registered since: December 30, 1988
Website: www.invesco.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., AMALGAMATED TRUST AND SAVINGS BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies61.28%
Pooled Investment Vehicles17.26%
Corporations / Businesses6.37%
Pension & Profit Sharing Plans5.59%
State / Municipal Government3.96%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Invesco Advisers, Inc. is a diversified asset manager that operates across pooled vehicles, separate accounts and investment company mandates for primarily institutional clients. The firm, organized as a corporation and active since the late 1980s, combines traditional long-only equity and ETF management with sponsored private funds and commodity/real-asset strategies. Fee arrangements include both percentage-of-AUM and performance-based components, and the firm performs portfolio management for individuals, businesses, pooled vehicles and investment companies. Invesco Advisers, Inc. identifies as an active ESG investor and maintains affiliations across the financial services ecosystem, including broker-dealer relationships, trust company services and sponsor or GP roles for pooled investment vehicles. The firm also performs commodity pool operator/commodity trading advisor activities.