610 Market Street
Philadelphia, Pennsylvania 19106
Tel: 215-255-2300
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST, formally registered with the SEC as MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST. The firm was established in 05/31/1988. They have over 6 offices throughout the country.
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $191,883,504,410 assets under management, offering retirement planning & investment advisory services to 407 clients. The firm is staffed with 657 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105390 |
SEC# | 801-32108 |
Assets Managed by Firm | $191,883,504,410 |
No. of Clients | 407 |
No. of Advisors | 657 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 407 | $191,883,504,410 |
Individuals (other than high net worth individuals) | 13 | $1,511,170,400 |
High net worth individuals | 29 | $3,475,253,270 |
Pension and profit sharing plans | 28 | $2,737,046,327 |
Corporations or other businesses | 60 | $4,578,515,146 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$6,649,219,111,273 | 208 | 675 | |
$856,992,911,981 | 330 | 586 | |
$420,303,833,453 | 80 | 101 | |
$337,512,332,679 | 151 | 201 | |
$299,191,714,649 | 634470 | 2124 |
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