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).

Current Firm Details
610 Market Street, Philadelphia, PA 19106
http://www.macquarieim.com
By the Numbers
  • Total Assets Under Management
    191,884
    MILLION
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $471,458,242
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Macquarie Investment Management Business Trust
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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