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MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST

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

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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#105390
SEC#801-32108
Assets Managed by Firm$191,883,504,410
No. of Clients407
No. of Advisors657

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total407$191,883,504,410
Individuals (other than high net worth individuals)13$1,511,170,400
High net worth individuals29$3,475,253,270
Pension and profit sharing plans28$2,737,046,327
Corporations or other businesses60$4,578,515,146

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