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MANAGED ACCOUNT ADVISORS LLC

101 Hudson Street
Jersey City, New Jersey 07302
Tel: 201-557-0504

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About MANAGED ACCOUNT ADVISORS LLC

MANAGED ACCOUNT ADVISORS LLC, formally registered with the SEC as MANAGED ACCOUNT ADVISORS LLC. The firm was established in 02/27/2007. They have over 1 offices throughout the country.

MANAGED ACCOUNT ADVISORS LLC is a Jersey City, New Jersey based Financial Planning firm with nearly $691,908,159,462 assets under management, offering retirement planning & investment advisory services to 1840565 clients. The firm is staffed with 61 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#142558
SEC#801-67569
Assets Managed by Firm$691,908,159,462
No. of Clients1840565
No. of Advisors61

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1840565$691,908,159,462
Individuals (other than high net worth individuals)908633$194,954,659,472
High net worth individuals278637$423,025,153,754
Pension and profit sharing plans11407$12,440,688,384
Charitable organizations3396$15,430,378,657
Corporations or other businesses13030$44,874,547,122

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