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

Invesco Aim Private Asset Management, Inc. (Effective 03/31/08) provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Private Asset Management, Inc. (Effective 03/31/08): assets under management

The assets under management (AUM) of Invesco Aim Private Asset Management, Inc. (Effective 03/31/08) is $3.08 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2.97 billion in discretionary accounts and $116.22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $332.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $209.03 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Invesco Aim Private Asset 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 4 indirect owners.

Based in Houston

The principal office where Invesco Aim Private Asset Management, Inc. (Effective 03/31/08) performs its advisory services is located at 11 Greenway Plaza, Houston, TX 77046 1173, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-214-1271 or by fax 713-214-1721. 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.

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