Overview

Assets Under Management: $191.0 billion
Headquarters: PHILADELPHIA, PA
High-Net-Worth Clients: 29
Average Client Assets: $91 million

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection

Clients

Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.39
Average High-Net-Worth Client Assets: $91 million
Total Client Accounts: 377
Discretionary Accounts: 377

Regulatory Filings

CRD Number: 105390
Last Filing Date: 2024-09-20 00:00:00
Website: HTTP://WWW.MACQUARIEIM.COM