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
Timothy Katusha (CRD# 1901569) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 35 years of experience in the finance industry.
Andrew Koltunowicz (CRD# 6099848) 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.
John Logan (CRD# 2109934) 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.
Dennis Macdonald (CRD# 2126325) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 33 years of experience in the finance industry.
Daniel Magill (CRD# 5318040) 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.
Michael McDonald (CRD# 4707646) 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.
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.
Mariusz Mol (CRD# 7030876) 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.
Timothy Mostak (CRD# 6223817) 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.
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.