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
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 15 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 14 years of experience in the finance industry.
Sarah Schiavoni (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.
Michael Simons (CRD# 2754804) 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.
Alison Simpson (CRD# 4335424) 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.
Gregrey Thomas (CRD# 3164435) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 24 years of experience in the finance industry.
Jamie White (CRD# 5688350) 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.
Herbert Zimmerman (CRD# 2807314) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 27 years of experience in the finance industry.
Michael Barone (CRD# 7575643) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has 1 year of experience in the finance industry.