← 栏目首页 | 数据源:SEC Form ADV Part 1(FOIA 全量数据包)· 该机构最新一次申报(11/25/2024)
INVESCO MANAGED ACCOUNTS, LLC · 所有者与执行高管(CRD 154461)
机构事实页:INVESCO MANAGED ACCOUNTS, LLC 事实页 → | 官方原文:IAPD firm-summary/154461
Schedule A · 直接所有者(9 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| SNW ASSET MANAGEMENT CORPORATION | 境内实体 | SOLE SHAREHOLDER | 是 | E |
| BERNHARDT, EDWARD | 个人 | HEAD OF SMAS AND SENIOR VICE PRESIDENT | 是 | NA |
| BENZEL, TIM, MICHAEL | 个人 | HEAD OF FIXED INCOME SMAS AND VICE PRESIDENT | 是 | NA |
| Dukes, Laura, Allison | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| NAZIMIEC, AMY, LYNN | 个人 | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | 是 | NA |
| GREGSON, MARK, WILLIAM | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| Ketron, Greg | 个人 | TREASURER | 是 | NA |
| WONG, TONY, LIK | 个人 | PRESIDENT | 是 | NA |
| MIXSELL, JORDAN, ELYSE | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
Schedule B · 执行高管(7 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| OPPENHEIMER ACQUISITION CORP. | SOLE SHAREHOLDER | 是 |
| OPPENHEIMERFUNDS, INC. | SOLE SHAREHOLDER | 是 |
| INVESCO ADVISERS, INC. | SOLE SHAREHOLDER | 是 |
| INVESCO GROUP SERVICES, INC. | SOLE SHAREHOLDER | 是 |
| INVESCO HOLDING COMPANY (US), INC. | SOLE SHAREHOLDER | 是 |
| INVESCO HOLDING COMPANY LIMITED | SOLE SHAREHOLDER | 是 |
| INVESCO LTD. | SOLE SHAREHOLDER | 是 |
口径:Form ADV 为投资顾问向 SEC/IARD 的申报,所有者与高管为机构自报;本库取该机构在数据区间内的最新一次申报快照(官方数据包截至 2024-12-31),此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
