Invesco Managed Accounts, LLC

Invesco Managed Accounts, LLC (CRD# 154461) is a financial advisory firm headquartered in Seattle, WA. They manage $11,394,626,019 in 3,496 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,395
    MILLION
  • Total Number of Accounts
    3,496
    ACCOUNTS
  • Average Account Value
    $3,259,332
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Invesco Managed Accounts, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Carl Ahlers
CRD#: 5755686
2001 Sixth Ave., Suite 2310, Seattle, WA 98121

Carl Ahlers (CRD# 5755686) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Seattle, WA and has over 2 years of experience in the finance industry.

2
Tim M. Benzel
CRD#: 5299272
2001 Sixth Ave., Suite 2310, Seattle, WA 98121

Tim Benzel (CRD# 5299272) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Seattle, WA and has over 16 years of experience in the finance industry.

3
Edward Bernhardt
CRD#: 4023885
2001 Sixth Ave., Suite 2310, Seattle, WA 98121

Edward Bernhardt (CRD# 4023885) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Seattle, WA and has over 24 years of experience in the finance industry.

4
Rory J. Davan
CRD#: 5101611
225 Liberty St., 11th Floor, New York, NY 10281

Rory Davan (CRD# 5101611) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in New York, NY and has over 15 years of experience in the finance industry.

5
Kenneth Frey
CRD#: 1717058
2001 Sixth Ave., Suite 2310, Seattle, WA 98121

Kenneth Frey (CRD# 1717058) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Seattle, WA and has 1 year of experience in the finance industry.

6
Kent R. McGlincy
CRD#: 5652569
Centennial, CO

Kent McGlincy (CRD# 5652569) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Centennial, CO and has over 14 years of experience in the finance industry.

7
Jordan E. Mixsell
CRD#: 6077505
2001 Sixth Ave., Suite 2310, Seattle, WA 98121

Jordan Mixsell (CRD# 6077505) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Seattle, WA and has over 11 years of experience in the finance industry.

8
Brittany Russo
CRD#: 6606282
2001 Sixth Ave., Suite 2310, Seattle, WA 98121

Brittany Russo (CRD# 6606282) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Seattle, WA and has over 6 years of experience in the finance industry.

9
Galen True
CRD#: 5667530
2001 Sixth Ave., Suite 2310, Seattle, WA 98121

Galen True (CRD# 5667530) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Seattle, WA and has over 14 years of experience in the finance industry.

10
Nicholas A. Albano
CRD#: 6906384
225 Liberty Street, New York, NY 10281

Nicholas Albano (CRD# 6906384) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in New York, NY and has 1 year of experience in the finance industry.

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