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INVESCO MANAGED ACCOUNTS, LLC
CRD 154461File 801-61716
APPROVED
Retail clients
Disclosure events
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$31.28B
Top 10% of cohort (national)
Discretionary AUM
$31.23B
Non-discretionary $42.8M
Clients
1,804
17,443 accounts
Employees
68
Top 10% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 28, 2003
- Principal office
- 1700 SEVENTH AVE, SUITE 1130, SEATTLE, WA, 98101
- Phone
- 1-866-769-2773
- Website
- HTTP://WWW.SNWAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $31.28B
- Discretionary AUM
- $31.23B
- Non-discretionary AUM
- $42.8M
- Discretionary accounts
- 17,442
- Non-discretionary accounts
- 1
- Total accounts
- 17,443
- AUM per client
- $17.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,133 | $3.47B |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $6.5M |
| Charitable organizations | 366 | $1.36B |
| Other investment advisers | 112 | $11.46B |
| High net worth individuals | 51 | $604.8M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 122 | $154.8M |
| State or municipal government entities | 19 | $533.7M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 17443 | 1804 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.