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INVESCO MANAGED ACCOUNTS, LLC
INVESCO MANAGED ACCOUNTS, LLC
SEATTLE, Washington
·
12 registered advisors
·
CRD# 154461
SEC# 801-61716
6
1-866-769-2773
01
Firm Overview
AUM
$17.5B
Regulatory assets under management
Employees
55
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at INVESCO MANAGED ACCOUNTS, LLC
12 registered advisors
Brittany Russo
SEATTLE, Washington
CRD# 6606282
David Matthew Pfeffer
SEATTLE, Washington
CRD# 4151070
Donald Jay Oleary
SEATTLE, Washington
CRD# 1227798
Edward Bernhardt
SEATTLE, Washington
CFA
CRD# 4023885
Eric Adrian Heringer
SEATTLE, Washington
CRD# 2420672
Gary Alan Dohrn
SEATTLE, Washington
CRD# 1354246
Jordan Elyse Mixsell
SEATTLE, Washington
CRD# 6077505
Laura Allison Dukes
SEATTLE, Washington
CRD# 4564818
Lindsay Anne Sovde
SEATTLE, Washington
CRD# 3229447
Michael Scott Newhouse
SEATTLE, Washington
CRD# 2472997
Robert Eugene Shelley
SEATTLE, Washington
CRD# 1996829
Tim Michael Benzel
SEATTLE, Washington
CRD# 5299272
05
Office Locations
SEATTLE, Washington
12 advisors
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Data sourced from SEC Form ADV filings. INVESCO MANAGED ACCOUNTS, LLC (CRD# 154461) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.