Invesco Managed Accounts, LLC

Invesco Managed Accounts, LLC (CRD# 154461) is a financial advisory firm headquartered in Seattle, WA. They manage $5,133,974,259 in 508 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,134
    MILLION
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $10,106,249
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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, VT, WA, WI, WV

Financial Advisors at Invesco Managed Accounts, LLC
Showing 1 - 8 of 8 top financial advisors.
1
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 13 years of experience in the finance industry.

2
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 20 years of experience in the finance industry.

3
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.

4
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 11 years of experience in the finance industry.

5
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 8 years of experience in the finance industry.

6
David W. Richardson
CRD#: 4243552
Meridian, ID

David Richardson (CRD# 4243552) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Meridian, ID and has over 19 years of experience in the finance industry.

7
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 3 years of experience in the finance industry.

8
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 11 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.