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
Marc Dippolito (CRD# 4428350) 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.
Mark Endres (CRD# 6089144) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 9 years of experience in the finance industry.
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.
David Fiorita (CRD# 2947956) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 25 years of experience in the finance industry.
Brett Floyd (CRD# 4825985) 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.
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.
Jaclyn Gantz (CRD# 6718237) 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.
Christopher Garvin (CRD# 5343706) 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.
Samuel Giordano (CRD# 4595702) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 17 years of experience in the finance industry.
Garrett Goggin (CRD# 5991111) 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.