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INVESCO MANAGED ACCOUNTS, LLC
SEATTLE, WA
1-866-769-2773
SEC #801-61716Total AUM
$31.3B
Employees
68Clients
17,446Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2001 SIXTH AVE.
SUITE 2310
SEATTLE
WA 98121
United States
SUITE 2310
SEATTLE
WA 98121
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
1-866-769-2773
Other Offices
6
Financials
Total AUM
$31.3B
Accounts
17,443Discretionary
$31.2B
Accounts
17,442Non-Discretionary
$42.8M
Accounts
1
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
51AUM
$604.8M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
122AUM
$154.8M
Charitable Organization Clients
366AUM
$1.4B
Government Entity Clients
19AUM
$533.7M
Investment Advisor Clients
112AUM
$11.5B
Insurance Company Clients
1AUM
$6.5M
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1,133AUM
$3.5B
Other Clients
15,639AUM
$13.7B
Description of Other Clients
ACCOUNTS MANAGED AS PART OF A THIRD PARTY UMA PLATFORM THAT CANNOT BE CLEARLY ASSIGNED BASED ON THE INFO AVAILABLE TO IMA
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 30 business affiliates.
Claimed Affiliates
Reported as an affiliate by 25 other businesses.