MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST

610 Market Street
Philadelphia, Pennsylvania 19106
Tel: 215-255-2300

About MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST

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 $190,960,333,268 assets under management, offering retirement planning & investment advisory services to 377 clients. The firm is staffed with 657 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105390
SEC#	801-32108
Assets Managed by Firm	$190,960,333,268
No. of Clients	377
No. of Advisors	657

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (STRUCTURED PRODUCT/SECURITIZATION ADVICE/TRANSITION MANAGEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	377	$190,960,333,268
Individuals (other than high net worth individuals)	9	$1,505,913,235
High net worth individuals	29	$2,650,798,133
Pension and profit sharing plans	27	$3,006,287,445
Corporations or other businesses	53	$4,381,624,975

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