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 institutional registered investment adviser organized as an LLC and registered with the SEC in 2003. The firm serves both individual/family and institutional clients and delivers portfolio management for individuals, small businesses and for business or institutional accounts. Its fee arrangements include percentage-of-AUM and fixed-fee structures. The firm identifies as an active ESG investor and is not positioned as a capital allocator; rather, its activity centers on managing discretionary portfolios for clients and sponsoring or participating in pooled vehicles and other industry roles such as broker-dealer and trust company affiliations.