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Craig Curtis Altholz

Invesco Advisers, Inc.

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About Craig Curtis Altholz

Craig Altholz is an investment advisor representative at Invesco Advisers, Inc.. Craig Altholz holds the Series 7, Series 63 and SIE licenses and has been in the industry since 2014. Craig Altholz has been registered with FINRA since 2018 and is currently registered in Texas. Craig Altholz has a total of one approved SRO registration, one approved FINRA registration and one approved state registration. Craig Altholz is also a Chartered Financial Analyst. Invesco Advisers, Inc. is a registered investment advisor with approximately $10 billion to $50 billion in assets under management.

Firm Information

Craig Altholz is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Craig Altholz’s Registration & Firm History

GA

03/19/2018 - Present

Invesco Advisers, Inc. (ATLANTA GA)

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Licenses & Designations

BC

Issued 07/18/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Curtis Altholz.
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