Christian
Ulrich

Invesco Advisers, Inc

CRD#2352092
Investment Advisor
in Atlanta, GA
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About this Advisor

Christian Ulrich is an investment advisor whose office is in Atlanta, Georgia. Currently an investment advisor with Invesco Advisers, Inc, they have accrued 18 years of professional experience in the financial advisory industry. Ulrich maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Ulrich is able to act as an advisor based out of Texas. During their career, Ulrich has held roles at Invesco Global Asset Management (N.A.), Inc, A I M Distributors, Inc and At Investor Services, Inc. Invesco Advisers, Inc is headquartered in Atlanta, Georgia, and operates out of 12 other locations in the country. In total, Invesco Advisers, Inc oversees $472 billion in assets across 21,628 accounts and retains more than 2,786 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 6,617 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 21,628 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Invesco Advisers, Inc can offer portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. The firm's fees may include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

18 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

1555 Peachtree Street, N.E.
Atlanta, GA 30309

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$423,487,178,210

GA Average: $3,570,121,308
Total Number of Employees

2,786

GA Average: 58
Total Number of Accounts

23,510

GA Average: 1,608
Average Account Size

$18,013,066

GA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Christian Ulrich Work History

Christian has 18 years of experience.

2007 - Present (12 years)

A I M Distributors, Inc

2005 - Present (14 years)

At Investor Services, Inc

2000 - Present (19 years)

Invesco Global Asset Management (N.A.), Inc

Disclosures

Christian Ulrich has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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