Invesco Capital Markets, Inc.

Broker-DealerFINRA MemberEst. 1975
Total AUM
Advisory reps
58
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
6939
Registered since
November 26, 1975

Firm profile

FINTRX

Overview

Invesco Capital Markets, Inc. is recorded as a corporation that has been SEC-registered since 1975. FINTRX classifies the entity as "unclassified" and lists the owner type as a domestic entity and individual. The database explicitly flags the firm as not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, not newly formed, and not a related adviser. The available records contain no description of advisory activities, fee structure, client segments, or other business activities and affiliations. The absence of those disclosures, together with zero reported clients, indicates a very limited or non-public advisory footprint in the FINTRX dataset rather than a detailed operating profile.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jordan Krugman

    Jordan Krugman

    Chief Financial OfficerCRD 4131105

  • Robert Leveille

    Robert Leveille

    Chief Compliance OfficerCRD 5305652

Contacts

3 of 56
  • Robert Simnick

    Robert Simnick

    Senior Fixed Income TraderCRD 4915732

  • Kristine Jones

    RepresentativeCRD 4025784

  • Evan Byrne

    Evan Byrne

    TraderCRD 6297501

Unlock 53 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
11 Greenway Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth