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).

By the Numbers
  • Total Assets Under Management
    236,027
    MILLION
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $519,883,247
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 21 - 30 of 62 top financial advisors.
21
Joseph M. Hurchik
CRD#: 4279908
2005 Market Street, Philadelphia, PA 19103

Joseph Hurchik (CRD# 4279908) 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.

22
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 12 years of experience in the finance industry.

23
Timothy T. Katusha
CRD#: 1901569
2005 Market Street, Philadelphia, PA 19103

Timothy Katusha (CRD# 1901569) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 34 years of experience in the finance industry.

24
Samantha L. Kelly
CRD#: 6082962
2005 Market Street, Philadelphia, PA 19103

Samantha Kelly (CRD# 6082962) 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.

25
Andrew Koltunowicz
CRD#: 6099848
2005 Market Street, Philadelphia, PA 19103

Andrew Koltunowicz (CRD# 6099848) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 10 years of experience in the finance industry.

26
John R. Logan
CRD#: 2109934
2005 Market Street, Philadelphia, PA 19103

John Logan (CRD# 2109934) 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.

27
Dennis A. Macdonald
CRD#: 2126325
2005 Market Street, Philadelphia, PA 19103

Dennis Macdonald (CRD# 2126325) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 32 years of experience in the finance industry.

28
Daniel J. Magill
CRD#: 5318040
2005 Market Street, Philadelphia, PA 19103

Daniel Magill (CRD# 5318040) 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.

29
Michael J. McDonald
CRD#: 4707646
2005 Market Street, Philadelphia, PA 19103

Michael McDonald (CRD# 4707646) 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.

30
Kristin L. McDonnell
CRD#: 5955750
2005 Market Street, Philadelphia, PA 19103

Kristin McDonnell (CRD# 5955750) 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.

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