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

206

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 long-established corporate investment manager that serves primarily institutional clients. Registered with the SEC since 1988, the firm operates across multiple advisory roles: managing portfolios for individuals and small businesses, running investment companies and pooled vehicles, and providing portfolio management for institutions. Its product mix and internal structure place it in several categories — hedge funds, real estate funds and other pooled fund strategies — and it functions as a sponsor and manager of pooled investment vehicles as well as a CPO/CTA. The firm charges both percentage-of-AUM and performance-linked fees and identifies as an active ESG investor.