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Invesco Institutional (N.A.), Inc. (Atlanta)


Invesco Institutional (N.A.), Inc. is a large advisory firm based in Atlanta. It manages $233.73 billion of regulatory assets for 8,628 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Invesco Institutional (N.A.) provides portfolio management for individuals and small businesses, 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 Institutional (N.A.): assets under management

The assets under management (AUM) of Invesco Institutional (N.A.), Inc. is $233.73 billion. The firm's AUM has grown by 193% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $227.17 billion in discretionary accounts and $6.57 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.38 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $386.19 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Invesco Institutional (N.A.), Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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 Institutional (N.A.), Inc.

Hubert Lamar Harris has been acting as President since 1 Oct 2003. Invesco Holding Company Limited joined the executive team most recently as the Sole Shareholder.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Inc. Invesco North American Holdings Invesco institutional (n.a.), inc. 1 Jun 1998 75% - 100% 51-0264787
Luis Alberto Aguilar General counsel, vp, secretary & director 1 Sep 1998 Other 2965418
David Alexander Hartley Cfo & director 1 Jul 1999 Other 2220099
Dennis T. Donahue Vp, chief operating officer 1 Dec 1999 Other 4345454
John Davis Rogers Director, ceo, president, chairman 1 Dec 2000 Other 4345430
Brian Ken Kawakami Chief compliance officer 1 Jul 2002 Other 1441148
Hubert Lamar Harris Director 1 Oct 2003 Other 1945717
Jeffrey Howard Kupor General counsel 1 Dec 2003 Other 3070180
Todd Lawrence Spillane Chief compliance officer 1 May 2006 Other 1884586
Gregory Mark Armour Director/ceo/president 1 Jan 2007 Other 5269141
David Alexander Hartley Treasurer and chief accounting officer 1 Jan 2010 Other 2220099
Jeffrey Howard Kupor Senior vice president 1 Jan 2010 Other 3070180
Gregory Mark Armour Director, co-president & co-chief executive officer 1 Jan 2010 Other 5269141
Kevin Michael Carome Director & secretary 1 Jan 2010 Other 4307331
Loren Michael Starr Director & chief financial officer 1 Jan 2010 Other 2178384
Philip Taylor Director, co-president & co-chief executive officer 1 Jan 2010 Other 5189482
Lance Allen Rejsek Anti-money laundering compliance officer 1 Jan 2010 Other 2262873
Annette Janecka Lege Controller 1 Jan 2010 Other 2244646
Michael Kevin Cronin Senior vice president 1 Jan 2010 Other 1849645
Kirk Frederick Holland Senior vice president 1 Jan 2010 Other 713222
Karen Dunn Kelley Senior vice president 1 Jan 2010 Other 1084249
Leslie Ann Schmidt Senior vice president 1 Jan 2010 Other 2253262
Andrew Ryan Schlossberg Senior vice president 1 Jan 2010 Other 2782834
Gary Kevin Wendler Senior vice president 1 Jan 2010 Other 2644085
John Mark Zerr Senior vice president 1 Jan 2010 Other 2792416
Frederick Robert Meyer Senior investment officer 1 Jan 2010 Other 844432
David Alan Ridley Senior vice president 1 Jan 2010 Other 1472725
David Colvin Warren Senior vice president 1 Jan 2010 Other 4664351

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Avz Sole shareholder 1 Feb 1997 75% - 100% 58-2287224
Amvescap Plc Sole shareholder 1 Feb 1997 75% - 100% united kingdom
Invesco Plc Sole shareholder 1 Feb 1997 75% - 100% united kingdom
Inc. Ivz Sole shareholder 1 Feb 1997 75% - 100% 58-2287224
Inc. Amvescap Group Services Sole shareholder 1 Dec 2000 75% - 100% 58-1995394
Inc. Invesco Group Services Sole shareholder 1 Dec 2000 75% - 100% 58-1995394
Inc. Invesco North American Holdings Sole shareholder 1 Dec 2007 75% - 100% 51-0264787
Invesco Holding Company Limited Sole shareholder 1 Jan 2222 75% - 100% united kingdom
Invesco Ltd. Sole shareholder 1 Jan 2222 75% - 100% bermuda

Based in Atlanta

The principal office where Invesco Institutional (N.A.), Inc. performs its advisory services is located at 1555 Peachtree Street, N.E., Atlanta, GA 30309, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 404-892-0896 or by fax 404-439-4990. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.usinstitutional.invesco.com.


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