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
John Obrien (CRD# 6450850) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 7 years of experience in the finance industry.
Mason Paulus (CRD# 6692386) 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.
Charles Paviolitis (CRD# 2498077) 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.
Zachary Per (CRD# 5272502) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 14 years of experience in the finance industry.
William Roach (CRD# 5712334) 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.
Michael Simons (CRD# 2754804) 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.
Alison Simpson (CRD# 4335424) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 22 years of experience in the finance industry.
Sarah Sullivan (CRD# 4211994) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 23 years of experience in the finance industry. Sarah Sullivan 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.
Gregrey Thomas (CRD# 3164435) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 23 years of experience in the finance industry.
Destrian Wells (CRD# 5594941) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 14 years of experience in the finance industry.