James
Anania

Invesco Advisers, Inc

CRD#7188831
Investment Advisor
in New York, NY

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About this Advisor

James Anania is a financial advisor based in New York, New York, working with Invesco Advisers, Inc. James has previously held positions at The Ayco Company, L.P./Mercer Allied, Stojo, Pabst Brewing Company, Suny Geneseo, Cooperstown High School, Goldman Sachs & Co. LLC, and Invesco. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, James is part of Invesco Advisers, Inc, which operates out of New York, New York. 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 63, Series 66

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

225 Liberty Street
New York, NY 10281

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$746,325,416,693

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

2,895

NY Average: 58
Total Number of Accounts

38,517

NY Average: 1,608
Average Account Size

$19,376,520

NY 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

James Anania Work History

2023 - Present (1 year)

Invesco

2021 - 2023 (2 years)

Goldman Sachs & Co. LLC

2019 - 2021 (2 years)

The Ayco Company, L.P./Mercer Allied

2018 - 2018 (< 1 year)

Stojo

2017 - 2017 (< 1 year)

Pabst Brewing Company

2015 - 2019 (4 years)

Suny Geneseo

2011 - 2015 (4 years)

Cooperstown High School

Disclosures

Please visit the SEC profile of James Anania 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

Joseph Baker
Richmond, VA
Michael Platt
New York, NY
Victor Monte
Humble, TX
Paul Schroeder
Downers Grove, IL
Meredith Loyd
Highlands Ranch, CO
Curtis Olson
Edina, MN
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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