Overview
Assets Under Management: $450 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 16
Average Client Assets: $9.5 million
Frequently Asked Questions
INVECO INTERNATIONAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157997), INVECO INTERNATIONAL, INC. is subject to fiduciary duty under federal law.
INVECO INTERNATIONAL, INC. is headquartered in NEW YORK, NY.
INVECO INTERNATIONAL, INC. serves 16 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, INVECO INTERNATIONAL, INC. offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
INVECO INTERNATIONAL, INC. manages $450 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, INVECO INTERNATIONAL, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.69%
Average Client Assets: $9.5 million
Total Client Accounts: 58
Discretionary Accounts: 36
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 157997
Filing ID: 1200401
Last Filing Date: 2018-03-27 14:36:00