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
Sara Motusesky (CRD# 7383120) 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.
Anthony Philips (CRD# 6937633) 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.
Zachary Pyers (CRD# 7638138) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 3 years of experience in the finance industry.
Elijah Reneau (CRD# 7465962) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Overland Park, KS and has 1 year of experience in the finance industry.
Brett Schryer (CRD# 6228235) 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.
David Tierney (CRD# 7618921) 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.
Mathew Vetter (CRD# 6330545) 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.