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
Oliver Brown (CRD# 7671165) 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.
Luke D Alessandro (CRD# 7359086) 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.
Andrews Dadeboe (CRD# 7276394) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 2 years of experience in the finance industry.
Chad Feilke (CRD# 2998277) 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.
Alexander Freud (CRD# 7439544) 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.
Neal Guidry (CRD# 3013268) 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.
Ethan Kaighn (CRD# 7594053) 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.
Jay Lieberman (CRD# 5602299) 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.
Kate Mastalerz (CRD# 5937388) 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.
Gabrielle Mongno (CRD# 7683143) 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.