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| Happy Holidays!! thanks for using AUM13F!! |
| Invesco Managed Accounts LLC
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|---|---|
| CRD # | 154461 |
| SEC # | 801-61716 |
| CIK # | 0002010271 |
| AUM | $24.6 B (2025-03-27) |
| Employees | 60 (50% Investors, 23% Brokers) |
| Phone | 866-769-2773 |
| Address | 2001 Sixth Ave Seattle, WA 98121 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 481 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 100 | 0.2 |
| (h) Charitable organizations | 284 | 0.6 |
| (i) State or municipal government entities | 23 | 0.6 |
| (j) Other investment advisers | 98 | 9.6 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 829 | 3.7 |
| (n) Other | 10,728 | 9.2 |
| Total | 12,544 | 24.6 |
| By Discretionary | ||
| Discretionary | 12,544 | 24.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12,544 | 24.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 24.6 | |
| Total | 12,544 | 24.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0002010271] |
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|---|---|---|
|
Valic Financial Advisors Inc
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TX | 26.4 |
|
Government Portfolio Advisors LLC
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OR | 25.9 |
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Davis Selected Advisers LP
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AZ | 25.3 |
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Sage Advisory Services Ltd Co
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TX | 25.0 |
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Steward Partners Investment Advisory LLC
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NY | 24.8 |
|
Invesco Hong Kong Limited
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|
24.7 | |
|
Ruffer LLP
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24.2 | |
|
Asset Allocation & Management Company LLC
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|
IL | 24.0 |
|
BNY Mellon Advisors Inc
✚
|
NJ | 24.0 |
|
Garcia Hamilton & Associates LP
✚
|
TX | 22.8 |