Anthony Magpantay Urgena

Invesco Advisers, INC.

8 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Invesco Advisers, INC.

Compensation

Fee-Only (AUM)

Firm Size

210 advisors

Number of Clients

61,236 clients

Average Client Portfolio

$12.4M average

Assets Under Management

$756.9B

Fee Structure

Minimum Investment:$50M

Financial Planning:Investment management only

Location

3500 Lacey Road, Suite 700, Downers Grove, IL, 60515

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Invesco Distributors, INC.Broker

April 2019 - Present · 6 yrs 10 mos

Invesco Advisers, INC.

April 2019 - Present · 6 yrs 10 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

September 2017 - March 2019 · 1 yr 6 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

August 2017 - March 2019 · 1 yr 7 mos

State Registrations2 states

ILTX

AdvisorBroker

Exams

No exam information available for this advisor.