Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust (CRD# 105390) is a financial advisory firm headquartered in Philadelphia, PA. They manage $236,026,994,245 in 454 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management236,027MILLION
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Total Number of Accounts454ACCOUNTS
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Average Account Value$519,883,247
- 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 28 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 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 39 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 20 years of experience in the finance industry.
Joseph Cinotto (CRD# 5941888) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 11 years of experience in the finance industry.
Shane Coley (CRD# 5271928) 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. Shane Coley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Cowell (CRD# 6684968) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 6 years of experience in the finance industry.
Brian Daley (CRD# 1543031) 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.
John Digirolamo (CRD# 5465049) 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.