Invesco Managed Accounts, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 30, 2026, reports $31.3B in regulatory assets under management, 68 employees, 6 offices, and 17,443 accounts.
Assets Under Management
$31.3B
Employees
68
Offices
6 offices
Total Clients
17,443
Primary office
SEATTLE, WA
2001 SIXTH AVE., SUITE 2310, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentACCOUNTS MANAGED AS PART OF A THIRD PARTY UMA PLATFORM THAT CANNOT BE CLEARLY ASSIGNED BASED ON THE INFO AVAILABLE TO IMA represent 89.7% of total clients.
Top client categories% of clientsClients
1
ACCOUNTS MANAGED AS PART OF A THIRD PARTY UMA PLATFORM THAT CANNOT BE CLEARLY ASSIGNED BASED ON THE INFO AVAILABLE TO IMA
89.7%
15,639
2
Corporations
6.5%
1,133
3
Charitable
2.1%
366
4
Pension Plans
0.7%
122
5
Other Advisers
0.6%
112
Additional categories (<0.1%)
Insurance Cos.<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Individuals (other than high net worth individuals)<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$31.3Bas of March 30, 2026
Discretionary99.9%
$31.2B
100% of total RAUM99.9%
Non-discretionary0.1%
$43M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$31.3B
Total Accounts17,443
10Y AUM Change+$28.7B (+1125.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees68
Clients per Employee257:1
10Y Employee Change+50 (+277.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.