Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
377 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$191.0B

Fee Structure

Financial Planning:Investment management only
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Location

610 Market Street, Philadelphia, PA, 19106

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Macquarie Investment Management Business Trust
January 2023 - Present · 3 yrs 1 mo
Delaware Distributors, L.P.Broker
October 2022 - Present · 3 yrs 4 mos
Delaware Distributors, L.P.
October 2022 - Present · 3 yrs 4 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.