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

More Retirement Planning firms in Philadelphia, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

Explore More Retirement Advisors in Philadelphia, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.