Max
Widmer

Invesco Advisers, Inc

CRD#2871684
Investment Advisor
in Atlanta, GA
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About this Advisor

Max Widmer is a chartered financial analyst who works in Atlanta, Georgia, with a total of 11 years of professional experience. Widmer is an employee of Invesco Advisers, Inc. Throughout their career, Widmer has worked at Ubs Ag, Ubs International Inc, Invesco Distributors, Inc, Invesco Advisers, Inc and Deutsche Bank (Suisse). Widmer holds Series 66 and Series 63 licenses, designating them as a securities representative, and can advise clients in Texas. Invesco Advisers, Inc is a financial advisory company operating in Atlanta, Georgia. The firm has offices in 12 locations and a total of 2,786 people on staff. It controls $472 billion in assets among its 21,628 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves eight charities and foundations. Invesco Advisers, Inc performs a diverse range of services, such as 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. Financial advisory fee schedules depend on which service is provided. Fee types charged by Invesco Advisers, Inc can be comprised of some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 66, Series 63, Chartered Financial Analyst

Years of Experience

11 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

Max Widmer Work History

Max has 11 years of experience.

2013 - Present (6 years)

Invesco Distributors, Inc

2013 - Present (6 years)

Invesco Advisers, Inc

2009 - 2013 (4 years)

Deutsche Bank (Suisse)

2007 - 2009 (2 years)

Ubs Ag

2007 - 2009 (2 years)

Ubs International Inc

Disclosures

Max Widmer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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