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).

By the Numbers
  • Total Assets Under Management
    191,884
    MILLION
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $471,458,242
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Macquarie Investment Management Business Trust
Showing 11 - 20 of 57 top financial advisors.
11
Douglas C. Farrington
CRD#: 6443926
610 Market Street, 7th Floor, Philadelphia, PA 19106

Douglas Farrington (CRD# 6443926) 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.

12
David J. Fiorita
CRD#: 2947956
2005 Market Street, Philadelphia, PA 19103

David Fiorita (CRD# 2947956) 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.

13
Brett R. Floyd
CRD#: 4825985
610 Market Street, Philadelphia, PA 19106

Brett Floyd (CRD# 4825985) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 19 years of experience in the finance industry.

14
James W. Fox
CRD#: 3121282
2005 Market Street, Philadelphia, PA 19103

James Fox (CRD# 3121282) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 4 years of experience in the finance industry.

15
Jaclyn R. Gantz
CRD#: 6718237
610 Market Street, Philadelphia, PA 19106

Jaclyn Gantz (CRD# 6718237) 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.

16
Christopher Garvin
CRD#: 5343706
610 Market Street, Philadelphia, PA 19106

Christopher Garvin (CRD# 5343706) 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.

17
Samuel N. Giordano
CRD#: 4595702
2005 Market Street, Philadelphia, PA 19103

Samuel Giordano (CRD# 4595702) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 18 years of experience in the finance industry.

18
Garrett S. Goggin
CRD#: 5991111
2005 Market Street, Philadelphia, PA 19103

Garrett Goggin (CRD# 5991111) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 12 years of experience in the finance industry.

19
Joseph M. Hurchik
CRD#: 4279908
610 Market Street, Philadelphia, PA 19106

Joseph Hurchik (CRD# 4279908) 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.

20
Milissa A. Hutchinson
CRD#: 5727922
2005 Market Street, Philadelphia, PA 19103

Milissa Hutchinson (CRD# 5727922) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 13 years of experience in the finance industry.

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