Invesco Managed Accounts, LLC
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Overview
Invesco Managed Accounts, LLC operates as a financial advisor firm located in Seattle, Washington. It administers $11.4 billion in total assets over 3,496 accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). The firm has an average-sized team, including 14 financial advisors. Invesco Managed Accounts, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are tradable financial investments such as bonds, options and equities.
Invesco Managed Accounts, LLC manages all of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by an investment advisor without needing the client's permission. The company manages an average of $3.3 million for every client account. The typical advisor at Invesco Managed Accounts, LLC manages about 250 client accounts.
The firm's central office is located at 2001 Sixth Ave., Seattle, Washington 98121. Invesco Managed Accounts, LLC is registered to provide services to investors across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Invesco Managed Accounts, LLC by the Numbers
$11.4 billion
42
3,496
$3.3 million
Fee Structure
Financial advisory fees typically vary depending on which service is provided. However, fees billed by Invesco Managed Accounts, LLC most likely include any blend of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a broad range of clients. It caters to high net worth investors, pension plans, charitable organizations, state or municipal government entities, other investment advisers, corporations and other. Out of its 3,496 clients, Invesco Managed Accounts, LLC's largest client by number of accounts is other, but it also serves 722 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 21.09%
- Other Individuals - 0%
- Corporations - 75.58%
- Charitable Organizations - 3.33%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Invesco Managed Accounts, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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