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Ashley Mullen

13 Years of Experience
New York, NY
Broker

Ashley Mullen is a registered investment advisor at Invesco Advisers, INC., based in New York, NY, with 13 years of industry experience. Ashley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 82,498 clients with $750B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
194 advisors
Number of Clients
82,498 clients
Average Client Portfolio
$9.1M average
Assets Under Management
$749.5B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee ranges vary significantly by investment strategy and program type, generally spanning from 0.01% to 1.50% for separate accounts and 0.00% to 0.75% for wrap programs. Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

225 Liberty Street, New York, NY, 10281

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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.

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Employment History
Current Registrations
Invesco Advisers, INC.
January 2024 - Present · 2 yrs 9 mos
Invesco Distributors, INC.Broker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
New York Life Investment Management LLC
August 2016 - December 2023 · 7 yrs 4 mos
Nylife Distributors LLCBroker
August 2016 - December 2023 · 7 yrs 4 mos
UBS Financial Services INC.
February 2014 - August 2016 · 2 yrs 6 mos
UBS Financial Services INC.Broker
August 2013 - August 2016 · 3 yrs
State Registrations2 states
NYTX
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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