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MANAGED ACCOUNT ADVISORS LLC

101 Hudson Street
Jersey City, New Jersey 7302
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 $576,264,919,539 assets under management, offering retirement planning & investment advisory services to 1736317 clients. The firm is staffed with 64 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#142558
SEC# 801-67569
Assets Managed by Firm $576,264,919,539
No. of Clients 1736317
No. of Advisors 64

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1736317$576,264,919,539
Individuals (other than high net worth individuals)882959$173,092,411,277
High net worth individuals242429$341,742,867,222
Pension and profit sharing plans221$1,317,675,239
Charitable organizations3097$11,607,086,998
Other investment advisers13$8,134,458
Corporations or other businesses23107$47,254,685,068
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