Amvescap National Trust Company (Atlanta)

Name: Amvescap National Trust Company
Address: 1315 Peachtree Street N.E., Atlanta, GA, 30309
Telephone: (404) 892-0896

Amvescap National Trust Company is a large advisory firm based in Atlanta. It manages $8.69 billion of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2002.

Amvescap National Trust Company provides 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.

Amvescap National Trust Company: assets under management

The assets under management (AUM) of Amvescap National Trust Company is $8.69 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $8.69 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $202.19 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Amvescap National Trust Company 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.

Careers at Amvescap National Trust Company

Hubert Lamar Harris has been acting as President since 1 Feb 1997. Christine Ellen Thompson joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Brian Jennings	Trust officer	1 Feb 1996	Other	2129130
Hubert Lamar Harris	Chairman/director	1 Feb 1997	Other	1945717
Robert Walter Schaffernoth	Trust officer	1 Mar 1998	Other	4321961
Robert Eric Starr	Trust officer	1 Mar 1998	Other	3001707
Robert Neil Sullivan	Trust officer	1 Mar 1998	Other	729105
Inc. ("Iri") Invesco Retirement	Sole shareholder	1 Mar 1998	75% - 100%	58-2401707
Robert Joseph Oconnor	Director	1 Jun 1998	Other	2147766
John Paul Ribes	Treasurer/cfo	1 Dec 1998	Other	4321954
David Alexander Hartley	Director	1 Jan 1999	Other	2220099
Dixie Lee Williams	Vice president	1 Sep 1999	Other	2282087
Virginia V Persons	Director	1 Nov 1999	Other	2972958
Robert Thomann	President/director	1 Jun 2000	Other	1593067
Christine Ellen Thompson	Vice president	1 Jan 2002	Other	2262194
Robert Rawlings Smith	Trust investment officer	1 Jan 2002	Other	2539555
Mary Childress Stowe	Trust officer	1 Jan 2002	Other	1932459

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. ("Inah") Invesco North American Holdings	Sole shareholder invesco retirement	1 Aug 1982	75% - 100%	51-0264787
Inc. ("Avz") Avz	Sole shareholder ags	1 Feb 1997	75% - 100%	58-2287224
Amvescap Plc	Sole shareholder	1 Feb 1997	75% - 100%	n/a (u.k.)
Inc. ("Ags") Amvescap Group Services	Sole shareholder inah	1 Jun 1997	75% - 100%	58-1995394

Based in Atlanta

The principal office where Amvescap National Trust Company performs its advisory services is located at 1315 Peachtree Street N.E., Atlanta, GA 30309, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (404) 892-0896 or by fax 404-724-4287. The normal business hours are 8:30 a.m. to 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.irt.invesco.com.