Invesco Institutional (N.A.), Inc. is a large advisory firm based in Atlanta. It manages $233.73 billion of regulatory assets for 8,628 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Invesco Institutional (N.A.) provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Invesco Institutional (N.A.), Inc. is $233.73 billion. The firm's AUM has grown by 193% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Invesco Institutional (N.A.), Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Hubert Lamar Harris has been acting as President since 1 Oct 2003. Invesco Holding Company Limited joined the executive team most recently as the Sole Shareholder.
The principal office where Invesco Institutional (N.A.), Inc. performs its advisory services is located at 1555 Peachtree Street, N.E., Atlanta, GA 30309, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 404-892-0896 or by fax 404-439-4990. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.usinstitutional.invesco.com.