Brett
Boor

Invesco Advisers, Inc

CRD#6147638
Investment Advisor
in Downers Grove, IL

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About this Advisor

Brett Boor is a financial advisor based in Downers Grove, Illinois, working with Invesco Advisers, Inc. Brett has previously held positions at First Trust Portfolios L.P, Invesco, and UBS Financial Services, Inc. Brett has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Brett is part of Invesco Advisers, Inc, which operates out of Downers Grove, Illinois. The firm has 13 offices and 2,895 employees. The firm manages assets totaling $746.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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 fee structure at Invesco Advisers, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

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

Office Location

3500 Lacey Road Suite 700
Downers Grove, IL 60515

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$746,325,416,693

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

2,895

IL Average: 58
Total Number of Accounts

38,517

IL Average: 1,608
Average Account Size

$19,376,520

IL Average: $2,220,225

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

Brett Boor Work History

2018 - Present (6 years)

Invesco

2016 - 2018 (2 years)

Ubs Financial Services, Inc

2013 - 2015 (2 years)

First Trust Portfolios L.P

Disclosures

Please visit the SEC profile of Brett Boor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Invesco Advisers, Inc

Paul Schroeder
Downers Grove, IL
Michael Platt
New York, NY
Victor Monte
Humble, TX
Eric Fracasso
Huntington, NY
Joseph Baker
Richmond, VA
Christopher Letsinger
Atlanta, GA
Edward Maran
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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