Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust (CRD# 105390) is a financial advisory firm headquartered in Philadelphia, PA. They manage $191,883,504,410 in 407 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management191,884MILLION
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Total Number of Accounts407ACCOUNTS
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Average Account Value$471,458,242
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Marcus Anderson (CRD# 2588101) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 29 years of experience in the finance industry.
Olivia Bakunas (CRD# 4219219) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 8 years of experience in the finance industry.
Terence Brennan (CRD# 4570039) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 21 years of experience in the finance industry.
James Brown (CRD# 5438404) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 16 years of experience in the finance industry.
Frederick Browne (CRD# 4578478) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 20 years of experience in the finance industry.
Lindsey Bulger (CRD# 5364298) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 15 years of experience in the finance industry.
Craig Capretta (CRD# 1200109) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 40 years of experience in the finance industry.
Andrew Carrigan (CRD# 6859482) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 5 years of experience in the finance industry.
Matthew Cheney (CRD# 2882640) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 26 years of experience in the finance industry.
David Chorba (CRD# 4466203) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 21 years of experience in the finance industry.