Invesco Funds Group Inc (Denver)

Name: Invesco Funds Group Inc
Address: 4350 South Monaco Street, Denver, CO, 80237
Telephone: 720-624-2400

Invesco Funds Group Inc is a large advisory firm based in Denver. It manages $1.7 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Invesco Funds Group provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Invesco Funds Group: assets under management

The assets under management (AUM) of Invesco Funds Group Inc is $1.7 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.7 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $65.38 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Invesco Funds Group Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Invesco Funds Group Inc

Kevin Michael Carome has been acting as President since 1 Oct 2004. Jeffrey Howard Kupor joined the executive team most recently as the General Counsel/Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Invesco North American Holdings	Invesco funds group, inc. sole shareholder	1 Aug 1982	75% - 100%	51-0264787
Glen Alan Payne	Svp, secy, gnrl cnsl	1 Apr 1994	Other	1957612
William Joseph Galvin	Director, svp, asst secy	1 Jul 1995	Other	1487152
Ronald Lyn Grooms	Senior vp, cfo	1 Jan 1998	Other	1821530
Mark Hurst Williamson	Director, ceo, chairman, president	1 Mar 1998	Other	820997
Richard William Healey	Director, svp	1 Jul 1998	Other	2000584
Timothy John Miller	Director, svp, cio	1 Jan 1999	Other	1636059
Raymond Roy Cunningham	Director, svp	1 Jun 1999	Other	720478
James Frank Lummanick	Vp, chief compliance officer	1 Jan 2001	Other	2428959
Mark Hurst Williamson	Chairman & ceo	1 May 2001	Other	820997
Raymond Roy Cunningham	Director & coo	1 May 2001	Other	720478
Brian Ken Kawakami	Chief compliance officer	1 Jul 2002	Other	1441148
John Davis Rogers	Chairman of the board	1 Jan 2003	Other	4345430
Jeffrey Howard Kupor	General counsel/secretary	1 Dec 2003	Other	3070180
Brian Ken Kawakami	Chief compliance officer	1 Jan 2004	Other	1441148
Jeffrey Howard Kupor	General counsel/secretary	1 Feb 2004	Other	3070180
Dawn Marie Hawley	Cfo, treasurer	1 Feb 2004	Other	1771748
Kevin Michael Carome	President/director	1 Oct 2004	Other	4307331

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Amvescap Plc	Sole shareholder	1 Feb 1997	75% - 100%	united kingdom
Inc. Avz	Sole shareholder	1 Feb 1997	75% - 100%	58-2287224
Inc. Amvescap Group Services	Sole shareholder	1 Dec 2000	75% - 100%	58-1995394

Based in Denver

The principal office where Invesco Funds Group Inc performs its advisory services is located at 4350 South Monaco Street, Denver, CO 80237, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 720-624-2400 or by fax 720-624-2449. The normal business hours are 7:00 am - 3:00 pm on Monday - Friday. You can find more information about the New York firm at www.invescofunds.com.