Invesco Managed Accounts, LLC

Invesco Managed Accounts, LLC (CRD# 154461) is a financial advisory firm headquartered in Seattle, WA. They manage $17,544,201,456 in 7,462 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    17,544
    MILLION
  • Total Number of Accounts
    7,462
    ACCOUNTS
  • Average Account Value
    $2,351,139
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 11 - 15 of 15 top financial advisors.
11
Ethan Much
CRD#: 7756414
225 Liberty Street, New York, NY 10281

Ethan Much (CRD# 7756414) 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.

12
Patrick Mullins
CRD#: 2715010
100 Federal Street, 28th Floor, Boston, MA 02110

Patrick Mullins (CRD# 2715010) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Boston, MA and has over 27 years of experience in the finance industry.

13
Sylvia X. Ross
CRD#: 6516713
2001 Sixth Ave., Suite 2310, Seattle, WA 98121

Sylvia Ross (CRD# 6516713) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Seattle, WA and has 1 year of experience in the finance industry.

14
Nicholas Sweet
CRD#: 6509133
2001 Sixth Ave., Suite 2310, Seattle, WA 98121

Nicholas Sweet (CRD# 6509133) 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.

15
Christie Zhang
CRD#: 7750652
2001 Sixth Ave., Suite 2310, Seattle, WA 98121

Christie Zhang (CRD# 7750652) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Seattle, WA and has 1 year of experience in the finance industry.

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