Craig
Altholz

Invesco Advisers, Inc

CRD#5340028
Investment Advisor
in Atlanta, GA
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About this Advisor

Craig Altholz is a chartered financial analyst based out of Atlanta, Georgia, with a total of 10 years in the industry. Altholz is an advisor for Invesco Advisers, Inc. Their career trajectory has included roles at Invesco, J.P. Morgan, Hsbc Global Asset Management and Duke University - The Fuqua School Of Busines. Altholz has a Series 63 license, certifying them as a securities representative, and is approved to work in Texas. Invesco Advisers, Inc is a registered investment business operating in Atlanta, Georgia. It has offices in 12 locations and a total of 2,786 people on staff. It has $472 billion in assets between its 21,628 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves eight charities and foundations. Invesco Advisers, Inc offers a wide set of services, including 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. Fees charged by financial advisors typically depend on the financial services offered. However, fees charged by Invesco Advisers, Inc can be comprised of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 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

Craig Altholz Work History

Craig has 10 years of experience.

2014 - Present (5 years)

Invesco

2013 - 2014 (1 year)

Invesco

2011 - 2011 (< 1 year)

J.P. Morgan

2010 - 2012 (2 years)

Duke University - The Fuqua School Of Busines

2008 - 2010 (2 years)

Hsbc Global Asset Management

Disclosures

Craig Altholz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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