{"url":"https://nivawealth.com/firms/invesco-advisers-105360","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105360","regulatoryAum":749518786407,"crd":"105360","secFileNumber":"801-33949","legalName":"Invesco Advisers, Inc.","displayName":"Invesco Advisers","website":"https://www.invesco.com/inreit","founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"1331 Spring Street NW, Suite 2500","city":"Atlanta","state":"GA","stateName":"Georgia","country":"United States","postalCode":"30309"},"tradeNames":[],"registration":{"secApproved":"30 December 1988","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":2804,"advisory":713,"brokerDealerReps":609,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":730503852494,"discretionaryAccounts":2828,"nonDiscretionary":19014933913,"nonDiscretionaryAccounts":79670,"wrapProgram":901652971,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Banking or thrift institutions","clients":2,"regulatoryAum":18959488},{"label":"Investment companies","clients":200,"regulatoryAum":459290944227},{"label":"Pooled investment vehicles","clients":198,"regulatoryAum":129332076589},{"label":"Pension and profit-sharing plans","clients":86,"regulatoryAum":41876940692},{"label":"Charitable organizations","clients":2,"regulatoryAum":125589666},{"label":"State or municipal government entities","clients":30,"regulatoryAum":29644606262},{"label":"Insurance companies","clients":23,"regulatoryAum":11208169334},{"label":"Sovereign wealth funds and foreign official institutions","clients":13,"regulatoryAum":14152263042},{"label":"Corporations and other businesses","clients":62,"regulatoryAum":47766978594},{"label":"Other","clients":81882,"regulatoryAum":16102258513}],"fees":[],"feeNotes":[],"custodians":[{"name":"State Street Bank & Trust","shortName":"State Street Bank & Trust","location":"Boston, MA","smaAssets":36292553042},{"name":"Jpmorgan Chase","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":24574562785},{"name":"Bank of New York Mellon","shortName":"Bank of New York Mellon","location":"Brooklyn, NY","smaAssets":39855274629},{"name":"Amalgamated Trust and Savings Bank","shortName":"Amalgamated Trust and Savings Bank","location":"New York, NY","smaAssets":17794302064}],"custodyNote":"Invesco Advisers has custody of $50.36B for 36 clients.","otherCustodians":[],"leadership":[{"name":"Tony Wong","title":"Chairman, Director, President, and Chief Executive Officer","crd":"2840184"},{"name":"Terry Vacheron","title":"Chief Financial Officer","crd":"7311967"},{"name":"Todd Kuehl","title":"Chief Compliance Officer","crd":"3028989"},{"name":"Laura Dukes","title":"Director","crd":"4564818"},{"name":"Mark Gregson","title":"Chief Accounting Officer and Controller","crd":"2630230"},{"name":"Jeffrey Kupor","title":"Director","crd":"3070180"}],"ownership":[{"label":"Invesco Group Services, Inc.","detail":"Sole shareholder in the 75% or more ownership band and a control person, since June 2018."},{"label":"Oppenheimerfunds, Inc. (us)","detail":"Indirect owner: a sole shareholder of Invesco Group Services, Inc. in the 75% or more band and a control person, since May 2019.","parent":"Invesco Group Services, Inc."},{"label":"Invesco Holding Company (us), Inc.","detail":"Indirect owner: a sole shareholder of Oppenheimer Acquisition Corp in the 75% or more band and a control person, since May 2019.","parent":"Oppenheimer Acquisition Corp"},{"label":"Invesco Holding Company Limited","detail":"Indirect owner: a sole shareholder of Invesco Holding Company (us), Inc. in the 75% or more band and a control person, since January 2002.","parent":"Invesco Holding Company (us), Inc."},{"label":"Invesco LTD.","detail":"Indirect owner: a sole shareholder of Invesco Holding Company Limited in the 75% or more band and a control person, since January 2002.","parent":"Invesco Holding Company Limited"},{"label":"Oppenheimer Acquisition Corp","detail":"Indirect owner: a sole shareholder of Oppenheimerfunds, Inc. (us) in the 75% or more band and a control person, since May 2019.","parent":"Oppenheimerfunds, Inc. (us)"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":14,"privateResidences":0},"listedOfficeAddresses":15,"officesByState":[{"state":"California","offices":4,"addresses":[{"street":"620 Newport Center","city":"Newport Beach"},{"street":"101 California Street","city":"San Francisco"},{"street":"1800 Avenue of the Stars","city":"Los Angeles"},{"street":"23 Corporate Plaza","city":"Newport Beach"}]},{"state":"Colorado","offices":1,"addresses":[{"street":"6400 S Fiddlers Green Circle","city":"Greenwood Village"}]},{"state":"Georgia","offices":1,"addresses":[{"street":"1331 Spring Street NW, Suite 2500","city":"Atlanta","headquarters":true}]},{"state":"Illinois","offices":1,"addresses":[{"street":"3500 Lacey Road","city":"Downers Grove"}]},{"state":"Kentucky","offices":1,"addresses":[{"street":"400 West Market Street","city":"Louisville"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"100 Federal Street","city":"Boston"}]},{"state":"New York","offices":2,"addresses":[{"street":"225 Liberty Street","city":"New York"},{"street":"350 Liden Oaks","city":"Rochester"}]},{"state":"Texas","offices":3,"addresses":[{"street":"11 Greenway Plaza","city":"Houston"},{"street":"2300 N Field Street","city":"Dallas"},{"street":"303 Colorado Street","city":"Austin"}]},{"state":"Washington","offices":1,"addresses":[{"street":"1700 Seventh Avenue","city":"Seattle"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"404-892-0896","stateRegisteredReps":210,"otherAdviserReps":3,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":39},{"label":"U.S. government/agency bonds","percent":8},{"label":"Sovereign bonds","percent":1},{"label":"Investment grade corporate bonds","percent":5},{"label":"Non-investment grade corporate bonds","percent":7},{"label":"Derivatives","percent":1},{"label":"Cash and cash equivalents","percent":8},{"label":"Other","percent":31,"detail":"The \"other\" Category Includes Asset Backed Securities, Collateralized Mortgage Obligaton - Non Agency, Loans, Stable Value Wrap Contracts, Catastrophe Bonds and Real Estate."}],"privateFunds":30},"sources":{"adv1FilingDate":"11 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/105360/PDF/105360.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Invesco Advisers have?","answer":"Invesco Advisers has 82,498 clients and manages $749.5 billion for them, as of June 2026. They include 81,882 other clients, 200 investment companies and 198 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Invesco Advisers offer?","answer":"Invesco Advisers provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Invesco Advisers use?","answer":"Invesco Advisers’ separately managed account assets are held at Bank of New York Mellon (Brooklyn, NY), with $39,855,274,629, State Street Bank & Trust (Boston, MA), with $36,292,553,042, Jpmorgan Chase (New York, NY), with $24,574,562,785 and Amalgamated Trust and Savings Bank (New York, NY), with $17,794,302,064. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Invesco Advisers have?","answer":"Invesco Advisers has 210 investment adviser representatives registered with state securities authorities, out of 2,804 employees, and 713 perform investment advisory functions. 609 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Invesco Advisers invest in?","answer":"At the end of its last fiscal year, Invesco Advisers’ separately managed accounts held 39% exchange-traded equities, 31% the \"other\" category includes asset backed securities, collateralized mortgage obligaton - non agency, loans, stable value wrap contracts, catastrophe bonds and real estate., 8% U.S. government and agency bonds, 8% cash and equivalents, 7% high-yield corporate bonds, 5% investment grade corporate bonds, 1% sovereign bonds and 1% derivatives. It advises 30 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Invesco Advisers?","answer":"Invesco Advisers is owned through a chain of holding companies by Invesco LTD. Its direct owner is Invesco Group Services, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Invesco Advisers get paid?","answer":"Invesco Advisers is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}