Sign in Sign up for free

Invesco Aim Capital Management, Inc. (Effective 03/31/08) (Houston)


Invesco Aim Capital Management, Inc. (Effective 03/31/08) is a large advisory firm based in Houston. It manages $9.93 billion of regulatory assets for 44 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.

Logo

Invesco Aim Capital Management, Inc. (Effective 03/31/08) 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 Aim Capital Management, Inc. (Effective 03/31/08): assets under management

The assets under management (AUM) of Invesco Aim Capital Management, Inc. (Effective 03/31/08) is $9.93 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $9.93 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $225.73 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Invesco Aim Capital Management, Inc. (Effective 03/31/08) 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Invesco Aim Managment Group Inc. Sole shareholder 1 Nov 1976 75% - 100% 76-0528004
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 Capital Management, Inc. (Effective 03/31/08) 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 Pittsburgh, PA. 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. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.invescoaim.com.


Registered investment advisers similar to Invesco Aim Capital Management, Inc. (Effective 03/31/08)