Overview
Assets Under Management: $233 million
Headquarters: DES PLAINES, IL
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
INVESCO, LLC 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 #123524), INVESCO, LLC is subject to fiduciary duty under federal law.
INVESCO, LLC is headquartered in DES PLAINES, IL.
INVESCO, LLC serves 54 high-net-worth clients according to their SEC filing dated October 27, 2024. View client details ↓
According to their SEC Form ADV, INVESCO, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and educational seminars and workshops. View all service details ↓
INVESCO, LLC manages $233 million in client assets according to their SEC filing dated October 27, 2024.
According to their SEC Form ADV, INVESCO, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Educational Seminars
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.04
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 185
Discretionary Accounts: 185
Regulatory Filings
CRD Number: 123524
Last Filing Date: 2024-10-27 00:00:00
Website: https://invescollc.com