Invesco Managed Accounts, LLC

Overview

Invesco Managed Accounts, LLC is an SEC registered investment adviser based in Seattle, WA, registered since 2003. It reports $31.3B in assets under management across 17,443 accounts, with 68 employees. It has 17 investment adviser representatives.

Reported AUM

$31.3B

Discretionary

100%

Accounts

17,443

Average account

$1.8M

Employees

68

Advisory reps

17

Registered since

2003

Jurisdictions

53

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Insurance Companies
• Other clients
• Other Investment Advisors
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 9

• Laura Allison Dukes Chief Executive Officer CRD 4564818
• Tony Lik Wong President CRD 2840184
• Amy Lynn Nazimiec Chief Compliance Officer, Senior Vice President CRD 5040077

6 more executive officers, with direct contact details

Advisory reps 3 of 17

• Carl Ahlers Investment Adviser Rep CRD 5755686
• Nicholas Anthony Albano Investment Adviser Rep CRD 6906384
• Tim Michael Benzel Investment Adviser Rep CRD 5299272

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1700 7th Ave Ste 1130
Seattle, WA 98101

County

King

Metro area

Seattle-Tacoma-Bellevue, WA

Region

West

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: snwam.com

Every state, with registration dates

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