Invesco Aim Advisors, Inc. (Houston)

Name: Invesco Aim Advisors, Inc.
Address: 11 Greenway Plaza, Ste 100, Houston, TX, 77046 1173
Telephone: 713-214-1271

Invesco Aim Advisors, Inc. is a large advisory firm based in Houston. It manages $124.76 billion of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Colorado, Georgia, and 3 other states.

Invesco Aim Advisors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. 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 Aim Advisors: assets under management

The assets under management (AUM) of Invesco Aim Advisors, Inc. is $124.76 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $124.76 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $779.78 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Invesco Aim Advisors, 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 Aim Advisors, Inc.

Martin Lawrence Flanagan has been acting as President since 1 Sep 2005. Gary Kevin Wendler joined the executive team most recently as the Director And Senior Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Invesco Aim Management Group Inc.	Sole shareholder of inveso aim advisors, inc.	1 Nov 1976	75% - 100%	76-0528004
Martin Lawrence Flanagan	Chairman	1 Sep 2005	Other	2111957
David Alexander Hartley	Chief accounting officer and treasurer	1 Feb 2006	Other	2220099
Loren Michael Starr	Chief financial officer	1 Feb 2006	Other	2178384
Todd Lawrence Spillane	Senior vice president and chief compliance officer	1 Mar 2006	Other	1884586
John Mark Zerr	Director, general counsel, senior vice president and secretary	1 Feb 2007	Other	2792416
Philip Alexander Taylor	Director, ceo and president	1 Feb 2007	Other	4664005
Karen Dunn Kelley	Senior vice president and director of cash management	1 Feb 2007	Other	1084249
David Colvin Warren	Chief administrative officer	1 Feb 2007	Other	4664351
Gary Kevin Wendler	Director and senior vice president	1 May 2007	Other	2644085

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ivz Inc.	Sole shareholder	1 Feb 1997	75% - 100%	58-2287224
Invesco Ltd.	Sole shareholder	1 Feb 1997	75% - 100%	bermuda

Based in Houston

The principal office where Invesco Aim Advisors, Inc. performs its advisory services is located at 11 Greenway Plaza, Ste 100, Houston, TX 77046 1173, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 713-214-1271 or by fax 713-214-1712. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.invescoaim.com.