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INVESCO MANAGED ACCOUNTS, LLC
CRD 154461 · SEC 801-61716
2001 SIXTH AVE., SUITE 2310, SEATTLE, WA, 98121, United States
Phone
1-866-769-2773
Fax
206-343-2117
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$31.28B
Discretionary AUM
$31.23B
Team
68 total employees; 29 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 51 | $604.8M |
| Pension/profit sharing plans | 122 | $154.8M |
| Charitable organizations | 366 | $1.36B |
| State/municipal entities | 19 | $533.7M |
| Other investment advisers | 112 | $11.46B |
| Insurance companies | 1 | $6.5M |
| Corporations/business entities | 1133 | $3.47B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD